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 | $579,087 | -14.1% | 26,003 | -9.0% | 0.06% | -13.5% |
Q2 2023 | $673,825 | -5.6% | 28,564 | -7.7% | 0.07% | -2.6% |
Q1 2023 | $713,684 | +1.9% | 30,949 | -4.6% | 0.08% | -7.3% |
Q4 2022 | $700,380 | +11.7% | 32,425 | +1.7% | 0.08% | +7.9% |
Q3 2022 | $627,000 | -14.0% | 31,896 | -3.0% | 0.08% | -12.6% |
Q2 2022 | $729,000 | -4.6% | 32,885 | +7.3% | 0.09% | -2.2% |
Q1 2022 | $764,000 | +2.1% | 30,636 | +5.3% | 0.09% | -6.3% |
Q4 2021 | $748,000 | – | 29,087 | – | 0.10% | – |
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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% |