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 | $280,148 | -3.4% | 12,440 | 0.0% | 0.11% | +6.6% |
| Q2 2023 | $289,978 | -1.7% | 12,440 | -2.7% | 0.11% | -7.8% |
| Q1 2023 | $294,846 | +10.0% | 12,786 | +3.0% | 0.12% | +5.5% |
| Q4 2022 | $268,121 | +14.6% | 12,413 | 0.0% | 0.11% | +7.9% |
| Q3 2022 | $234,000 | -12.0% | 12,413 | 0.0% | 0.10% | -7.3% |
| Q2 2022 | $266,000 | -19.9% | 12,413 | -2.2% | 0.11% | -5.2% |
| Q4 2021 | $332,000 | +3.4% | 12,698 | +2.3% | 0.12% | -4.2% |
| Q3 2021 | $321,000 | – | 12,418 | – | 0.12% | – |
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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% |