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 | $6,902,671 | +0.9% | 306,513 | +4.4% | 3.95% | +3.4% |
| Q2 2023 | $6,843,235 | +1.9% | 293,575 | +0.8% | 3.82% | -4.0% |
| Q1 2023 | $6,718,736 | +8.5% | 291,359 | +1.6% | 3.98% | +1.0% |
| Q4 2022 | $6,191,929 | +3.5% | 286,663 | -9.5% | 3.94% | -12.2% |
| Q3 2022 | $5,984,000 | -4.0% | 316,756 | +8.9% | 4.49% | -1.4% |
| Q2 2022 | $6,234,000 | -19.5% | 290,773 | -6.3% | 4.56% | -11.4% |
| Q1 2022 | $7,744,000 | -7.4% | 310,381 | -3.1% | 5.14% | -9.9% |
| Q4 2021 | $8,366,000 | – | 320,397 | – | 5.71% | – |
Download | ||||||
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% |