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 | $26,737,002 | +1.2% | 1,187,256 | +4.7% | 4.32% | +1.4% |
| Q2 2023 | $26,421,730 | +8.1% | 1,133,493 | +7.0% | 4.26% | +0.4% |
| Q1 2023 | $24,434,197 | +16.1% | 1,059,592 | +8.8% | 4.24% | +9.5% |
| Q4 2022 | $21,042,613 | +68.9% | 974,195 | +47.7% | 3.88% | +46.6% |
| Q3 2022 | $12,455,000 | +40.0% | 659,354 | +58.9% | 2.65% | +44.5% |
| Q2 2022 | $8,897,000 | +696.5% | 414,980 | +869.7% | 1.83% | +793.2% |
| Q4 2021 | $1,117,000 | +2.2% | 42,793 | +1.4% | 0.20% | -10.9% |
| Q3 2021 | $1,093,000 | – | 42,218 | – | 0.23% | – |
Download | ||||||
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% |