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 | $32,039,581 | +0.6% | 1,422,717 | +4.1% | 4.14% | -2.5% |
| Q2 2023 | $31,857,948 | -0.3% | 1,366,707 | -1.4% | 4.24% | -10.4% |
| Q1 2023 | $31,968,537 | +9.8% | 1,386,320 | +2.9% | 4.74% | +6.4% |
| Q4 2022 | $29,114,707 | +27.0% | 1,347,903 | +11.1% | 4.45% | +0.5% |
| Q3 2022 | $22,928,000 | -5.0% | 1,213,747 | +7.8% | 4.43% | -2.9% |
| Q2 2022 | $24,143,000 | -9.2% | 1,126,092 | +5.7% | 4.56% | -4.7% |
| Q1 2022 | $26,581,000 | +8.6% | 1,065,380 | +13.6% | 4.78% | +2.5% |
| Q4 2021 | $24,479,000 | -1.1% | 937,545 | -1.9% | 4.67% | -15.0% |
| Q3 2021 | $24,740,000 | – | 955,949 | – | 5.49% | – |
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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% |