DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,326,454 | -3.4% | 280,926 | 0.0% | 0.32% | -2.1% |
| Q2 2023 | $6,548,385 | +0.3% | 280,926 | -0.8% | 0.33% | -3.2% |
| Q1 2023 | $6,528,171 | +6.5% | 283,095 | -0.2% | 0.34% | +9.6% |
| Q4 2022 | $6,128,654 | +12.8% | 283,734 | -1.3% | 0.31% | +17.3% |
| Q3 2022 | $5,432,000 | -13.1% | 287,528 | -1.3% | 0.27% | -11.9% |
| Q2 2022 | $6,248,000 | -14.1% | 291,421 | -0.1% | 0.30% | -24.5% |
| Q1 2022 | $7,277,000 | -6.8% | 291,624 | -2.5% | 0.40% | -4.1% |
| Q4 2021 | $7,807,000 | +1.0% | 299,006 | +0.1% | 0.42% | -8.1% |
| Q3 2021 | $7,732,000 | – | 298,803 | – | 0.45% | – |
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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% |