DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,344,478 | -1.0% | 104,106 | +2.5% | 0.39% | -3.2% |
| Q2 2023 | $2,367,501 | -7.5% | 101,566 | -8.4% | 0.41% | -19.6% |
| Q1 2023 | $2,558,131 | +15.7% | 110,934 | +8.3% | 0.50% | -2.1% |
| Q4 2022 | $2,211,716 | +4.0% | 102,394 | -9.1% | 0.52% | -24.1% |
| Q3 2022 | $2,127,291 | -13.6% | 112,615 | -1.9% | 0.68% | -41.0% |
| Q2 2022 | $2,461,349 | -13.9% | 114,802 | +0.2% | 1.15% | -15.8% |
| Q1 2022 | $2,858,648 | -4.8% | 114,575 | -0.3% | 1.37% | +2.8% |
| Q4 2021 | $3,001,632 | – | 114,961 | – | 1.33% | – |
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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% |