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 | 5,531,304 | $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% |