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 | $10,709,139 | -0.0% | 475,539 | +3.5% | 5.95% | -0.4% |
| Q2 2023 | $10,714,292 | +3.7% | 459,643 | +2.6% | 5.98% | -3.4% |
| Q1 2023 | $10,334,138 | +8.6% | 448,142 | +1.8% | 6.18% | +0.7% |
| Q4 2022 | $9,511,403 | +14.5% | 440,343 | +0.1% | 6.14% | +5.4% |
| Q3 2022 | $8,307,000 | -10.5% | 439,761 | +1.6% | 5.82% | -11.9% |
| Q2 2022 | $9,279,000 | -13.0% | 432,767 | +1.3% | 6.61% | -11.5% |
| Q1 2022 | $10,662,000 | -4.6% | 427,313 | -0.2% | 7.47% | -2.3% |
| Q4 2021 | $11,175,000 | -38.2% | 427,980 | -38.8% | 7.64% | +17.2% |
| Q3 2021 | $18,086,000 | – | 698,859 | – | 6.52% | – |
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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% |