DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,409,160 | +3.7% | 4,236,641 | +7.3% | 4.26% | +4.3% |
| Q2 2023 | $92,025,359 | +12.6% | 3,947,892 | +11.4% | 4.09% | +2.2% |
| Q1 2023 | $81,708,170 | +5.7% | 3,543,286 | +6.7% | 4.00% | +2.5% |
| Q4 2022 | $77,323,638 | +1298.3% | 3,320,036 | +1136.2% | 3.90% | +1138.7% |
| Q3 2022 | $5,530,000 | -33.9% | 268,567 | -29.5% | 0.32% | -34.9% |
| Q2 2022 | $8,362,000 | +10.0% | 380,947 | +25.0% | 0.48% | -0.2% |
| Q1 2022 | $7,601,000 | – | 304,641 | – | 0.48% | – |
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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% |