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 | $6,270,514 | -2.4% | 278,442 | +1.0% | 0.93% | +2.6% |
| Q2 2023 | $6,423,071 | +0.4% | 275,550 | -0.7% | 0.91% | -7.8% |
| Q1 2023 | $6,398,735 | +108592.6% | 277,482 | +1.8% | 0.99% | +1.0% |
| Q4 2022 | $5,887 | -99.7% | 272,544 | +190.3% | 0.98% | +184.0% |
| Q3 2022 | $1,773,000 | -10.8% | 93,878 | +1.3% | 0.34% | -6.8% |
| Q2 2022 | $1,988,000 | -11.2% | 92,712 | +3.3% | 0.37% | -18.0% |
| Q1 2022 | $2,239,000 | -5.0% | 89,727 | -0.7% | 0.45% | -7.6% |
| Q4 2021 | $2,358,000 | +1.6% | 90,317 | +0.7% | 0.49% | -5.3% |
| Q3 2021 | $2,321,000 | – | 89,694 | – | 0.51% | – |
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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% |