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 | $19,086,534 | -42.5% | 847,537 | -39.2% | 0.17% | -40.8% |
Q2 2023 | $33,221,928 | +6.0% | 1,394,108 | +2.6% | 0.29% | -3.3% |
Q1 2023 | $31,341,866 | +139.7% | 1,359,145 | +4.8% | 0.30% | -54.6% |
Q4 2022 | $13,076,412 | -42.5% | 1,297,169 | +7.8% | 0.66% | +152.1% |
Q3 2022 | $22,726,000 | -16.4% | 1,203,123 | -5.1% | 0.26% | +7.9% |
Q2 2022 | $27,171,000 | -8.7% | 1,267,263 | +11.2% | 0.24% | +8.5% |
Q4 2021 | $29,755,000 | +8.1% | 1,139,594 | +7.1% | 0.22% | +27.4% |
Q3 2021 | $27,528,000 | – | 1,063,663 | – | 0.18% | – |
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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% |