DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,434,160 | -5.9% | 285,709 | -2.6% | 2.32% | -5.2% |
| Q2 2023 | $6,838,704 | +1.4% | 293,381 | +0.3% | 2.45% | -2.4% |
| Q1 2023 | $6,743,379 | +6.6% | 292,428 | -0.2% | 2.51% | -2.1% |
| Q4 2022 | $6,327,699 | +10.1% | 292,949 | -3.7% | 2.56% | +2.2% |
| Q3 2022 | $5,747,000 | -18.6% | 304,236 | -7.6% | 2.50% | -17.2% |
| Q2 2022 | $7,057,000 | -7.8% | 329,133 | +12.3% | 3.02% | -6.5% |
| Q4 2021 | $7,654,000 | +3.8% | 293,158 | +2.9% | 3.23% | -8.0% |
| Q3 2021 | $7,374,000 | – | 284,920 | – | 3.52% | – |
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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% |