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 | $577,877 | +2.6% | 25,660 | +6.3% | 0.60% | +8.2% |
| Q2 2023 | $563,000 | +1.6% | 24,135 | +0.5% | 0.55% | -3.3% |
| Q1 2023 | $554,000 | +8.0% | 24,020 | +1.1% | 0.57% | -3.4% |
| Q4 2022 | $513,000 | +14.5% | 23,757 | +0.3% | 0.59% | -12.6% |
| Q3 2022 | $448,000 | +6.9% | 23,692 | +21.2% | 0.68% | +8.0% |
| Q2 2022 | $419,000 | -13.1% | 19,552 | +1.3% | 0.62% | -43.3% |
| Q1 2022 | $482,000 | -3.8% | 19,310 | +0.7% | 1.10% | +80.7% |
| Q4 2021 | $501,000 | +4.8% | 19,177 | +3.8% | 0.61% | -57.2% |
| Q3 2021 | $478,000 | – | 18,479 | – | 1.42% | – |
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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% |