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 | $725 | -59.8% | 32,185 | -58.9% | 0.03% | -53.4% |
Q1 2023 | $1,804 | -21.6% | 78,246 | -26.5% | 0.07% | -37.1% |
Q4 2022 | $2,301 | -99.9% | 106,505 | -28.3% | 0.12% | -23.2% |
Q3 2022 | $2,804,000 | -89.4% | 148,440 | -88.0% | 0.15% | -89.4% |
Q2 2022 | $26,548,000 | +1120.6% | 1,238,253 | +1320.7% | 1.42% | +1790.7% |
Q1 2022 | $2,175,000 | -70.0% | 87,158 | -68.6% | 0.08% | -61.3% |
Q4 2021 | $7,238,000 | – | 277,214 | – | 0.19% | – |
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% |