DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,794,397 | -4.2% | 301,705 | -0.8% | 0.10% | -4.9% |
| Q2 2023 | $7,090,949 | +3.3% | 304,202 | +2.2% | 0.10% | -7.3% |
| Q1 2023 | $6,863,671 | +9.0% | 297,644 | +2.1% | 0.11% | 0.0% |
| Q4 2022 | $6,298,322 | +16.3% | 291,589 | +1.7% | 0.11% | +3.8% |
| Q3 2022 | $5,415,000 | -6.7% | 286,653 | +5.9% | 0.11% | -4.5% |
| Q2 2022 | $5,803,000 | -10.6% | 270,643 | +4.1% | 0.11% | +4.7% |
| Q1 2022 | $6,488,000 | +0.7% | 260,053 | +5.4% | 0.11% | +5.0% |
| Q4 2021 | $6,442,000 | +8.7% | 246,712 | +7.7% | 0.10% | 0.0% |
| Q3 2021 | $5,929,000 | – | 229,102 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,763,629 | $129,796,930 | 40.46% |
| Core Wealth Management, Inc. | 2,067,118 | $46,551,505 | 24.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,720,198 | $106,298,859 | 21.02% |
| Trellis Wealth Advisors LLC | 1,363,668 | $30,709,807 | 19.32% |
| Creative Capital Management Investments LLC | 1,148,834 | $25,871,742 | 17.73% |
| ShankerValleau Wealth Advisors, Inc. | 1,333,585 | $30,032,334 | 16.88% |
| Onyx Financial Advisors, LLC | 859,365 | $19,352,909 | 16.63% |
| Planning Center, Inc. | 2,740,926 | $61,725,644 | 16.04% |
| New Capital Management LP | 2,015,355 | $45,385,784 | 15.74% |
| Morton Capital Management LLC/CA | 1,907,140 | $42,948,784 | 15.21% |