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 | $2,657,899 | -2.2% | 118,024 | +1.2% | 1.10% | -2.7% |
| Q2 2023 | $2,717,853 | -0.6% | 116,596 | -1.6% | 1.13% | -5.8% |
| Q1 2023 | $2,733,646 | +6.0% | 118,545 | -0.7% | 1.20% | -12.8% |
| Q4 2022 | $2,579,393 | -21.9% | 119,416 | -31.7% | 1.37% | -34.9% |
| Q3 2022 | $3,304,000 | +14.5% | 174,895 | +29.9% | 2.11% | +16.7% |
| Q2 2022 | $2,886,000 | -31.7% | 134,609 | -20.6% | 1.80% | -36.2% |
| Q1 2022 | $4,227,000 | -1.0% | 169,434 | +3.6% | 2.83% | +3.4% |
| Q4 2021 | $4,270,000 | – | 163,536 | – | 2.73% | – |
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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% |