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 | $106,298,859 | +1.7% | 4,720,198 | +5.3% | 21.02% | -6.3% |
| Q2 2023 | $104,477,566 | +8.5% | 4,482,092 | +7.3% | 22.42% | -0.8% |
| Q1 2023 | $96,289,262 | +113433.9% | 4,175,597 | +6.3% | 22.60% | +0.6% |
| Q4 2022 | $84,811 | -99.9% | 3,926,438 | +7.1% | 22.46% | -1.1% |
| Q3 2022 | $69,238,000 | -28.2% | 3,665,339 | -18.5% | 22.70% | -18.8% |
| Q2 2022 | $96,384,000 | -14.5% | 4,495,524 | -0.5% | 27.97% | -1.8% |
| Q1 2022 | $112,675,000 | +4.4% | 4,516,034 | +9.3% | 28.47% | +4.8% |
| Q4 2021 | $107,900,000 | – | 4,132,499 | – | 27.16% | – |
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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% |