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 | $38,138,828 | +8.5% | 1,693,540 | +12.3% | 0.06% | -11.1% |
| Q2 2023 | $35,163,145 | -6.0% | 1,508,489 | -7.0% | 0.06% | -10.0% |
| Q1 2023 | $37,402,133 | +7.1% | 1,621,932 | +0.3% | 0.07% | -1.4% |
| Q4 2022 | $34,920,473 | +96.9% | 1,616,653 | +72.3% | 0.07% | +73.2% |
| Q3 2022 | $17,731,000 | -8.9% | 938,542 | +3.4% | 0.04% | -4.7% |
| Q2 2022 | $19,457,000 | +1561.6% | 907,509 | +1834.1% | 0.04% | +2050.0% |
| Q1 2022 | $1,171,000 | -94.9% | 46,921 | -94.6% | 0.00% | -95.3% |
| Q4 2021 | $22,879,000 | +1.0% | 876,185 | +0.1% | 0.04% | -8.5% |
| Q3 2021 | $22,646,000 | – | 875,040 | – | 0.05% | – |
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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% |