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 | $10,503,290 | -2.7% | 466,398 | +0.7% | 0.03% | +3.7% |
| Q2 2023 | $10,799,132 | -1.0% | 463,283 | -2.1% | 0.03% | -6.9% |
| Q1 2023 | $10,913,704 | +79.5% | 473,274 | +68.1% | 0.03% | +70.6% |
| Q4 2022 | $6,080,703 | +15.4% | 281,514 | +0.9% | 0.02% | 0.0% |
| Q3 2022 | $5,268,000 | -3.3% | 278,883 | +9.7% | 0.02% | 0.0% |
| Q2 2022 | $5,449,000 | -18.6% | 254,151 | -5.3% | 0.02% | -5.6% |
| Q1 2022 | $6,698,000 | +2.5% | 268,471 | +7.2% | 0.02% | +5.9% |
| Q4 2021 | $6,537,000 | -16.6% | 250,367 | -17.4% | 0.02% | -26.1% |
| Q3 2021 | $7,839,000 | – | 302,926 | – | 0.02% | – |
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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% |