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 | $1,879,360 | -18.1% | 83,453 | -15.2% | 0.01% | +133.3% |
| Q2 2023 | $2,294,715 | -7.2% | 98,443 | -8.2% | 0.00% | -93.9% |
| Q1 2023 | $2,472,152 | -12.4% | 107,205 | -17.9% | 0.05% | +36.1% |
| Q4 2022 | $2,821,408 | +0.9% | 130,621 | -11.7% | 0.04% | +2.9% |
| Q3 2022 | $2,795,000 | -16.3% | 147,955 | -5.0% | 0.04% | -14.6% |
| Q2 2022 | $3,339,000 | -13.6% | 155,711 | +0.6% | 0.04% | +2.5% |
| Q1 2022 | $3,863,000 | +6.4% | 154,812 | +11.3% | 0.04% | +14.3% |
| Q4 2021 | $3,632,000 | -4.1% | 139,089 | -5.0% | 0.04% | -31.4% |
| Q3 2021 | $3,789,000 | – | 146,407 | – | 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% |