DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,786,696 | -6.6% | 345,768 | -3.3% | 1.95% | -6.6% |
| Q2 2023 | $8,338,757 | -1.7% | 357,733 | -2.8% | 2.09% | -9.5% |
| Q1 2023 | $8,485,043 | +6.1% | 367,955 | -0.6% | 2.31% | -2.9% |
| Q4 2022 | $7,999,279 | +13.0% | 370,337 | -1.2% | 2.38% | -0.4% |
| Q3 2022 | $7,078,000 | -29.8% | 374,716 | -7.2% | 2.39% | -22.4% |
| Q1 2022 | $10,078,000 | -2.3% | 403,932 | +2.3% | 3.08% | -0.4% |
| Q4 2021 | $10,311,000 | – | 394,921 | – | 3.09% | – |
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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% |