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 | $14,056,071 | -8.0% | 650,142 | +0.4% | 0.76% | -4.5% |
| Q2 2023 | $15,277,644 | -0.0% | 647,358 | -0.6% | 0.79% | -11.0% |
| Q1 2023 | $15,282,677 | +0.4% | 651,436 | -0.5% | 0.89% | -4.3% |
| Q4 2022 | $15,222,529 | +10.8% | 654,732 | -2.7% | 0.93% | -4.9% |
| Q3 2022 | $13,734,000 | +44.7% | 673,224 | +57.2% | 0.98% | +42.6% |
| Q2 2022 | $9,492,000 | -28.7% | 428,333 | -27.0% | 0.69% | -32.4% |
| Q1 2022 | $13,304,000 | -15.8% | 586,617 | -5.0% | 1.02% | -9.2% |
| Q4 2021 | $15,794,000 | +26.7% | 617,426 | +32.0% | 1.12% | +28.0% |
| Q3 2021 | $12,463,000 | – | 467,657 | – | 0.87% | – |
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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% |