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 | $9,344,442 | -7.4% | 414,940 | -4.2% | 2.00% | -2.4% |
| Q2 2023 | $10,095,299 | -1.6% | 433,089 | -8.8% | 2.05% | -3.0% |
| Q1 2023 | $10,257,109 | 0.0% | 474,866 | 0.0% | 2.11% | 0.0% |
| Q4 2022 | $10,257,109 | +11.8% | 474,866 | -2.2% | 2.11% | -3.3% |
| Q3 2022 | $9,176,000 | -13.3% | 485,739 | -1.6% | 2.18% | -9.5% |
| Q2 2022 | $10,585,000 | -20.9% | 493,698 | -8.0% | 2.41% | -18.0% |
| Q1 2022 | $13,387,000 | -4.9% | 536,561 | -0.4% | 2.94% | -4.6% |
| Q4 2021 | $14,072,000 | +10.8% | 538,956 | +9.8% | 3.08% | +8.1% |
| Q3 2021 | $12,701,000 | – | 490,781 | – | 2.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |