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 | $2,439,277 | -13.0% | 108,316 | -9.9% | 0.42% | -10.4% |
Q2 2023 | $2,803,628 | +8.2% | 120,276 | +7.0% | 0.46% | +0.9% |
Q1 2023 | $2,591,045 | +12.6% | 112,361 | +5.4% | 0.46% | +5.5% |
Q4 2022 | $2,301,887 | +6.6% | 106,569 | -6.7% | 0.44% | -3.8% |
Q3 2022 | $2,159,000 | -2.4% | 114,269 | +10.8% | 0.45% | +4.6% |
Q2 2022 | $2,211,000 | -17.7% | 103,119 | -4.2% | 0.43% | -5.3% |
Q1 2022 | $2,686,000 | +6.4% | 107,666 | +11.4% | 0.46% | +2.9% |
Q4 2021 | $2,524,000 | +8.0% | 96,681 | +7.0% | 0.44% | -2.4% |
Q3 2021 | $2,338,000 | – | 90,342 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |