DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $61,725,644 | -1.7% | 2,740,926 | +1.8% | 16.04% | +0.5% |
Q2 2023 | $62,776,888 | -1.1% | 2,693,131 | +0.2% | 15.95% | -8.6% |
Q1 2023 | $63,499,991 | +3.5% | 2,687,262 | -5.4% | 17.45% | -6.5% |
Q4 2022 | $61,355,885 | +116.7% | 2,840,550 | +89.3% | 18.66% | -16.8% |
Q3 2022 | $28,309,000 | -0.9% | 1,500,204 | +9.7% | 22.43% | -0.4% |
Q2 2022 | $28,570,000 | -9.5% | 1,367,635 | +12.5% | 22.51% | -10.5% |
Q4 2021 | $31,557,000 | – | 1,216,073 | – | 25.17% | – |
Download |
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% |