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 | 5,763,629 | $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% |