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 | $76,024,588 | -1.0% | 3,378,674 | +2.6% | 0.30% | +1.0% |
| Q2 2023 | $76,767,458 | +5.5% | 3,293,327 | +4.4% | 0.30% | 0.0% |
| Q1 2023 | $72,744,425 | +9.3% | 3,154,572 | +2.3% | 0.30% | +4.2% |
| Q4 2022 | $66,576,395 | +20.2% | 3,082,240 | +5.1% | 0.29% | +11.6% |
| Q3 2022 | $55,378,000 | -8.0% | 2,931,584 | +4.5% | 0.26% | -4.1% |
| Q2 2022 | $60,170,000 | -5.6% | 2,806,674 | +9.9% | 0.27% | +1.1% |
| Q1 2022 | $63,742,000 | +14.6% | 2,554,780 | +19.9% | 0.27% | +16.6% |
| Q4 2021 | $55,641,000 | +8.4% | 2,131,029 | +7.5% | 0.23% | -0.4% |
| Q3 2021 | $51,308,000 | – | 1,982,545 | – | 0.23% | – |
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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% |