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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $13,366,997 | +13.0% | 547,379 | +4.2% | 6.98% | -0.9% |
Q3 2023 | $11,831,243 | +22.6% | 525,366 | +26.9% | 7.04% | +4.5% |
Q2 2023 | $9,646,602 | +1.7% | 413,840 | +0.6% | 6.74% | -6.2% |
Q1 2023 | $9,481,766 | +9.3% | 411,178 | +2.3% | 7.18% | -0.0% |
Q4 2022 | $8,678,337 | +14.1% | 401,775 | -0.2% | 7.18% | +2.4% |
Q3 2022 | $7,604,000 | -22.5% | 402,569 | -12.0% | 7.02% | -22.0% |
Q2 2022 | $9,808,000 | -20.9% | 457,496 | -8.0% | 8.99% | -1.2% |
Q1 2022 | $12,401,000 | +2.9% | 497,067 | +7.7% | 9.10% | +0.7% |
Q4 2021 | $12,048,000 | – | 461,450 | – | 9.04% | – |
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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% |