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 | $36,896,861 | -4.7% | 1,638,404 | -1.4% | 1.03% | -5.0% |
| Q2 2023 | $38,732,381 | +0.4% | 1,661,621 | -0.7% | 1.09% | -4.6% |
| Q1 2023 | $38,579,735 | +9.5% | 1,673,015 | +2.6% | 1.14% | -13.1% |
| Q4 2022 | $35,220,326 | +5.3% | 1,630,571 | -7.9% | 1.31% | -68.3% |
| Q3 2022 | $33,444,000 | -12.4% | 1,770,461 | -0.6% | 4.13% | +160.2% |
| Q2 2022 | $38,192,000 | -16.0% | 1,781,321 | -2.2% | 1.59% | -2.2% |
| Q1 2022 | $45,462,000 | -6.8% | 1,822,137 | -2.4% | 1.62% | -8.8% |
| Q4 2021 | $48,764,000 | +1.4% | 1,867,635 | +0.5% | 1.78% | -5.6% |
| Q3 2021 | $48,090,000 | – | 1,858,181 | – | 1.88% | – |
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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% |