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 | $45,385,784 | +4.7% | 2,015,355 | +7.2% | 15.74% | -4.9% |
| Q1 2023 | $43,332,649 | +14.8% | 1,879,126 | +7.6% | 16.55% | +2.0% |
| Q4 2022 | $37,731,414 | +63.4% | 1,746,825 | +42.9% | 16.23% | +28.1% |
| Q3 2022 | $23,090,000 | +11.0% | 1,222,344 | +24.9% | 12.67% | +10.6% |
| Q2 2022 | $20,801,000 | +2.0% | 978,426 | +25.3% | 11.46% | +8.1% |
| Q4 2021 | $20,393,000 | +3.4% | 781,030 | +1.4% | 10.60% | -2.4% |
| Q3 2021 | $19,731,000 | – | 770,457 | – | 10.86% | – |
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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% |