DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946,921 | -3.4% | 42,048 | 0.0% | 0.14% | -3.4% |
| Q2 2023 | $980,139 | +0.1% | 42,048 | -1.0% | 0.15% | -6.4% |
| Q1 2023 | $979,427 | +3.5% | 42,473 | -3.0% | 0.16% | -6.0% |
| Q4 2022 | $946,037 | +14.4% | 43,798 | 0.0% | 0.17% | +3.1% |
| Q3 2022 | $827,000 | -11.9% | 43,798 | 0.0% | 0.16% | -12.5% |
| Q2 2022 | $939,000 | -14.1% | 43,798 | 0.0% | 0.18% | -8.9% |
| Q1 2022 | $1,093,000 | -4.5% | 43,798 | 0.0% | 0.20% | -5.6% |
| Q4 2021 | $1,144,000 | +1.0% | 43,798 | 0.0% | 0.21% | -6.6% |
| Q3 2021 | $1,133,000 | – | 43,798 | – | 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% |