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 | $10,950,030 | -2.8% | 486,236 | +0.6% | 8.60% | -0.1% |
| Q2 2023 | $11,264,617 | +9.0% | 483,253 | +7.9% | 8.61% | +3.2% |
| Q1 2023 | $10,330,314 | +6.0% | 447,975 | -0.7% | 8.35% | -3.9% |
| Q4 2022 | $9,748,915 | +7.2% | 451,339 | -6.3% | 8.69% | -6.2% |
| Q3 2022 | $9,098,000 | -10.1% | 481,643 | +2.0% | 9.27% | -3.6% |
| Q2 2022 | $10,122,000 | -12.5% | 472,102 | +1.8% | 9.62% | -8.6% |
| Q1 2022 | $11,571,000 | -3.3% | 463,771 | +1.2% | 10.52% | -0.5% |
| Q4 2021 | $11,967,000 | – | 458,317 | – | 10.57% | – |
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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% |