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 | $9,837,018 | +1.2% | 436,813 | +4.7% | 1.63% | +3.9% |
| Q2 2023 | $9,722,547 | +9.5% | 417,098 | +8.3% | 1.57% | -0.2% |
| Q1 2023 | $8,882,097 | +11.7% | 385,173 | +4.6% | 1.58% | +3.1% |
| Q4 2022 | $7,952,708 | +50.1% | 368,181 | +31.2% | 1.53% | +36.9% |
| Q3 2022 | $5,299,000 | -11.9% | 280,527 | -0.0% | 1.12% | -12.7% |
| Q2 2022 | $6,015,000 | +0.8% | 280,561 | +17.3% | 1.28% | +14.0% |
| Q1 2022 | $5,966,000 | +2.9% | 239,126 | +7.7% | 1.12% | +0.2% |
| Q4 2021 | $5,799,000 | +48.5% | 222,114 | +47.2% | 1.12% | +40.0% |
| Q3 2021 | $3,905,000 | – | 150,886 | – | 0.80% | – |
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% |