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 | $6,232,619 | -3.9% | 276,759 | -0.6% | 2.71% | -2.2% |
Q2 2023 | $6,488,650 | +1.6% | 278,363 | +0.5% | 2.77% | -6.1% |
Q1 2023 | $6,384,565 | +7.0% | 276,868 | +0.2% | 2.95% | -4.9% |
Q4 2022 | $5,966,117 | +32.6% | 276,209 | +16.0% | 3.11% | +18.4% |
Q3 2022 | $4,498,000 | -29.1% | 238,118 | -19.5% | 2.62% | -28.2% |
Q2 2022 | $6,342,000 | – | 295,814 | – | 3.65% | – |
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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% |