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 | $151,314 | -9.2% | 6,719 | -6.0% | 0.08% | -6.7% |
| Q2 2023 | $166,624 | +1.1% | 7,148 | 0.0% | 0.09% | +15.4% |
| Q1 2023 | $164,837 | +6.8% | 7,148 | 0.0% | 0.08% | -17.9% |
| Q4 2022 | $154,400 | -30.8% | 7,148 | -20.1% | 0.10% | -11.2% |
| Q1 2022 | $223,000 | -4.7% | 8,946 | +0.0% | 0.11% | -24.1% |
| Q4 2021 | $234,000 | – | 8,945 | – | 0.14% | – |
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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% |