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 | $1,763,672 | -9.1% | 80,717 | -3.0% | 0.09% | -6.3% |
| Q2 2023 | $1,939,400 | +2.0% | 83,200 | +1.4% | 0.10% | -5.9% |
| Q1 2023 | $1,901,809 | +27.3% | 82,081 | +18.7% | 0.10% | -1.9% |
| Q4 2022 | $1,493,718 | +35.2% | 69,154 | +23.0% | 0.10% | +22.6% |
| Q3 2022 | $1,105,000 | -9.6% | 56,209 | -1.4% | 0.08% | -14.3% |
| Q2 2022 | $1,223,000 | -4.1% | 57,022 | +3.8% | 0.10% | -2.0% |
| Q1 2022 | $1,275,000 | +1301.1% | 54,915 | +1454.8% | 0.10% | +1011.1% |
| Q3 2021 | $91,000 | – | 3,532 | – | 0.01% | – |
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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% |