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 | $3,978,637 | -0.8% | 176,671 | +2.7% | 1.04% | +17.5% |
| Q2 2023 | $4,009,608 | +0.9% | 172,012 | -0.2% | 0.88% | -16.8% |
| Q1 2023 | $3,972,717 | +7.7% | 172,277 | +0.9% | 1.06% | -3.5% |
| Q4 2022 | $3,687,113 | +15.7% | 170,700 | +1.2% | 1.10% | +2.2% |
| Q3 2022 | $3,187,000 | -9.0% | 168,710 | +3.3% | 1.08% | -31.5% |
| Q2 2022 | $3,502,000 | -11.0% | 163,324 | +3.5% | 1.57% | +8.3% |
| Q1 2022 | $3,937,000 | +2.0% | 157,789 | +6.8% | 1.45% | +1.4% |
| Q4 2021 | $3,859,000 | – | 147,791 | – | 1.43% | – |
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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% |