DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,780 | -12.1% | 891,463 | -13.1% | 4.28% | +75.2% |
| Q1 2023 | $23,642 | +6.4% | 1,025,313 | -0.3% | 2.45% | +4.4% |
| Q4 2022 | $22,223 | -99.9% | 1,028,631 | +9.6% | 2.34% | +19.6% |
| Q3 2022 | $17,725,000 | -16.1% | 938,321 | -4.8% | 1.96% | -8.4% |
| Q2 2022 | $21,127,000 | -14.5% | 985,420 | -0.5% | 2.14% | +14.3% |
| Q1 2022 | $24,712,000 | – | 990,451 | – | 1.87% | – |
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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% |