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 | 5,763,629 | $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% |