DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,023,226 | +18.2% | 134,246 | +22.4% | 0.85% | +19.6% |
| Q2 2023 | $2,557,209 | +6.9% | 109,704 | +5.8% | 0.71% | +4.7% |
| Q1 2023 | $2,391,668 | +17.8% | 103,715 | +10.3% | 0.68% | +11.6% |
| Q4 2022 | $2,030,832 | +56.5% | 94,020 | +36.9% | 0.61% | +38.5% |
| Q3 2022 | $1,298,000 | +125.0% | 68,700 | +155.2% | 0.44% | +137.1% |
| Q2 2022 | $577,000 | +139.4% | 26,925 | +179.3% | 0.19% | +169.6% |
| Q1 2022 | $241,000 | – | 9,640 | – | 0.07% | – |
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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% |