DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,965 | -3.7% | 90,363 | -0.4% | 1.55% | +0.1% |
| Q2 2023 | $2,114,198 | +2.5% | 90,699 | +1.4% | 1.55% | -1.2% |
| Q1 2023 | $2,061,872 | +11.1% | 89,413 | +4.1% | 1.56% | +6.8% |
| Q4 2022 | $1,855,474 | +21.3% | 85,902 | +6.0% | 1.46% | +15.4% |
| Q3 2022 | $1,530,000 | +49.3% | 81,018 | +69.4% | 1.27% | +56.5% |
| Q2 2022 | $1,025,000 | +91.6% | 47,819 | +123.2% | 0.81% | +131.1% |
| Q1 2022 | $535,000 | +13.8% | 21,429 | +19.0% | 0.35% | +21.5% |
| Q4 2021 | $470,000 | +14.1% | 18,000 | +13.0% | 0.29% | +5.5% |
| Q3 2021 | $412,000 | – | 15,930 | – | 0.27% | – |
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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% |