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 | $88,670,431 | -4.0% | 3,937,408 | -0.6% | 8.37% | +0.7% |
| Q2 2023 | $92,357,605 | +3.1% | 3,962,145 | +2.0% | 8.31% | -1.6% |
| Q1 2023 | $89,537,510 | +7.5% | 3,882,806 | +0.7% | 8.44% | +3.6% |
| Q4 2022 | $83,307,447 | +14.7% | 3,856,826 | +0.3% | 8.15% | +2.4% |
| Q3 2022 | $72,612,000 | -11.3% | 3,843,923 | +0.7% | 7.96% | -7.8% |
| Q2 2022 | $81,835,000 | -13.2% | 3,816,949 | +1.0% | 8.64% | -2.9% |
| Q1 2022 | $94,318,000 | +4.5% | 3,780,283 | +9.4% | 8.90% | +4.6% |
| Q4 2021 | $90,233,000 | +0.3% | 3,455,885 | -0.6% | 8.51% | -7.9% |
| Q3 2021 | $89,952,000 | – | 3,475,724 | – | 9.23% | – |
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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% |