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 | $94,987,985 | -3.8% | 4,217,939 | -0.4% | 5.08% | -4.6% |
| Q2 2023 | $98,762,455 | +0.5% | 4,236,914 | -0.6% | 5.33% | -3.6% |
| Q1 2023 | $98,301,942 | +6.0% | 4,262,877 | -0.7% | 5.53% | +1.1% |
| Q4 2022 | $92,697,500 | +16.4% | 4,291,551 | +1.8% | 5.47% | +2.9% |
| Q3 2022 | $79,636,000 | -12.3% | 4,215,786 | -0.5% | 5.31% | -7.2% |
| Q2 2022 | $90,850,000 | -14.9% | 4,237,396 | -1.0% | 5.72% | -17.6% |
| Q1 2022 | $106,772,000 | -4.6% | 4,279,452 | -0.1% | 6.94% | -2.1% |
| Q4 2021 | $111,864,000 | +0.0% | 4,284,346 | -0.9% | 7.09% | -8.2% |
| Q3 2021 | $111,854,000 | – | 4,322,043 | – | 7.73% | – |
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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% |