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 | $4,355,809 | +0.1% | 193,420 | +3.6% | 1.45% | +0.7% |
| Q2 2023 | $4,352,165 | +2.3% | 186,708 | +1.2% | 1.44% | -7.2% |
| Q1 2023 | $4,253,066 | +5.0% | 184,435 | -1.6% | 1.55% | -7.6% |
| Q4 2022 | $4,050,464 | +14.7% | 187,521 | +0.3% | 1.68% | -5.0% |
| Q3 2022 | $3,531,000 | -13.1% | 186,927 | -1.3% | 1.77% | -6.8% |
| Q2 2022 | $4,062,000 | -2.4% | 189,478 | +13.6% | 1.89% | -4.3% |
| Q1 2022 | $4,163,000 | +3.4% | 166,852 | +8.2% | 1.98% | -10.9% |
| Q4 2021 | $4,028,000 | – | 154,268 | – | 2.22% | – |
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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% |