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 | $11,765,061 | +17.6% | 522,427 | +21.7% | 7.51% | +8.4% |
Q2 2023 | $10,005,306 | +4.4% | 429,228 | +3.3% | 6.93% | -2.5% |
Q1 2023 | $9,582,433 | +21.7% | 415,543 | +14.0% | 7.11% | -4.8% |
Q4 2022 | $7,871,950 | +10.9% | 364,442 | -3.0% | 7.47% | -8.4% |
Q3 2022 | $7,096,000 | -4.5% | 375,656 | +8.4% | 8.16% | +1.5% |
Q2 2022 | $7,428,000 | -10.6% | 346,439 | +4.0% | 8.04% | -9.3% |
Q1 2022 | $8,312,000 | +3.7% | 333,127 | +8.5% | 8.86% | +4.5% |
Q4 2021 | $8,014,000 | – | 306,916 | – | 8.48% | – |
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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% |