DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,050,922 | -3.4% | 313,096 | 0.0% | 4.21% | -9.1% |
Q2 2023 | $7,298,268 | +1.1% | 313,096 | 0.0% | 4.64% | -7.4% |
Q1 2023 | $7,219,994 | +10.2% | 313,096 | +3.2% | 5.00% | +5.4% |
Q4 2022 | $6,553,354 | +14.3% | 303,396 | 0.0% | 4.75% | -20.8% |
Q3 2022 | $5,731,000 | -3.1% | 303,396 | +9.9% | 6.00% | -20.7% |
Q2 2022 | $5,917,000 | -14.1% | 275,999 | 0.0% | 7.56% | +5.1% |
Q1 2022 | $6,886,000 | – | 275,999 | – | 7.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |