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 | $106,051 | -3.4% | 4,709 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $109,772 | +1.1% | 4,709 | 0.0% | 0.04% | -4.5% |
| Q1 2023 | $108,594 | +6.8% | 4,709 | 0.0% | 0.04% | -12.0% |
| Q4 2022 | $101,719 | -97.9% | 4,709 | -98.2% | 0.05% | -98.0% |
| Q3 2022 | $4,947,000 | -11.9% | 261,881 | 0.0% | 2.46% | -4.3% |
| Q2 2022 | $5,615,000 | -14.1% | 261,881 | 0.0% | 2.57% | -2.7% |
| Q1 2022 | $6,534,000 | -4.4% | 261,881 | +0.0% | 2.64% | -4.3% |
| Q4 2021 | $6,838,000 | -27.9% | 261,878 | -28.5% | 2.76% | -34.5% |
| Q3 2021 | $9,484,000 | – | 366,460 | – | 4.22% | – |
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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% |