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 | $783,363 | -51.5% | 34,786 | -45.9% | 0.04% | 0.0% |
| Q2 2023 | $1,615,845 | +125.8% | 64,338 | +142.0% | 0.04% | +12.9% |
| Q1 2023 | $715,628 | +52752.9% | 26,583 | -46.2% | 0.03% | -13.9% |
| Q4 2022 | $1,354 | -99.9% | 49,411 | -6.3% | 0.04% | -5.3% |
| Q3 2022 | $1,441,000 | +49.3% | 52,714 | +49.6% | 0.04% | +26.7% |
| Q2 2022 | $965,000 | -22.1% | 35,248 | -21.3% | 0.03% | +100.0% |
| Q1 2022 | $1,238,000 | +3651.5% | 44,762 | +3424.6% | 0.02% | +1400.0% |
| Q4 2021 | $33,000 | 0.0% | 1,270 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | – | 1,267 | – | 0.00% | – |
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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% |