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 | $116,650,762 | -25.0% | 5,179,874 | -22.4% | 0.04% | -26.9% |
Q2 2023 | $155,542,082 | +244.5% | 6,672,762 | +240.8% | 0.05% | +188.9% |
Q1 2023 | $45,153,048 | -52.3% | 1,958,068 | -55.3% | 0.02% | -59.1% |
Q4 2022 | $94,594,975 | +591.6% | 4,379,397 | +504.8% | 0.04% | +633.3% |
Q3 2022 | $13,678,000 | +53.0% | 724,076 | +73.7% | 0.01% | +50.0% |
Q2 2022 | $8,939,000 | +995.5% | 416,916 | +1175.1% | 0.00% | – |
Q1 2022 | $816,000 | -83.3% | 32,697 | -82.5% | 0.00% | -100.0% |
Q4 2021 | $4,886,000 | – | 187,119 | – | 0.00% | – |
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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% |