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 | $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% | – |
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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% |