DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,050,922 | -3.4% | 313,096 | 0.0% | 4.21% | -9.1% |
| Q2 2023 | $7,298,268 | +1.1% | 313,096 | 0.0% | 4.64% | -7.4% |
| Q1 2023 | $7,219,994 | +10.2% | 313,096 | +3.2% | 5.00% | +5.4% |
| Q4 2022 | $6,553,354 | +14.3% | 303,396 | 0.0% | 4.75% | -20.8% |
| Q3 2022 | $5,731,000 | -3.1% | 303,396 | +9.9% | 6.00% | -20.7% |
| Q2 2022 | $5,917,000 | -14.1% | 275,999 | 0.0% | 7.56% | +5.1% |
| Q1 2022 | $6,886,000 | – | 275,999 | – | 7.19% | – |
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% |