Financial Alternatives, Inc - DIMENSIONAL ETF TRUST ownership

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
Financial Alternatives, Inc ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$231,596
-4.0%
10,284
-0.6%
0.21%
-1.8%
Q2 2023$241,142
+6.8%
10,345
+5.7%
0.22%
+0.9%
Q1 2023$225,758
-19.0%
9,790
-24.1%
0.22%
-22.0%
Q4 2022$278,74812,9050.28%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 5,763,629$129,796,93040.46%
Core Wealth Management, Inc. 2,067,118$46,551,50524.07%
MONOGRAPH WEALTH ADVISORS, LLC 4,720,198$106,298,85921.02%
Trellis Wealth Advisors LLC 1,363,668$30,709,80719.32%
Creative Capital Management Investments LLC 1,148,834$25,871,74217.73%
ShankerValleau Wealth Advisors, Inc. 1,333,585$30,032,33416.88%
Onyx Financial Advisors, LLC 859,365$19,352,90916.63%
Planning Center, Inc. 2,740,926$61,725,64416.04%
New Capital Management LP 2,015,355$45,385,78415.74%
Morton Capital Management LLC/CA 1,907,140$42,948,78415.21%
View complete list of DIMENSIONAL ETF TRUST shareholders