DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,697,906 | -0.8% | 4,205,058 | +2.7% | 0.03% | +3.1% |
| Q2 2023 | $95,476,035 | +55.4% | 4,095,926 | +53.7% | 0.03% | +45.5% |
| Q1 2023 | $61,437,282 | +16.0% | 2,664,236 | +8.6% | 0.02% | +10.0% |
| Q4 2022 | $52,981,906 | +16.1% | 2,452,866 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $45,647,000 | +5.0% | 2,416,487 | +19.2% | 0.02% | +11.1% |
| Q2 2022 | $43,456,000 | -15.2% | 2,026,854 | -1.4% | 0.02% | +5.9% |
| Q1 2022 | $51,267,000 | +1.2% | 2,054,771 | +5.9% | 0.02% | +13.3% |
| Q4 2021 | $50,646,000 | +0.5% | 1,939,712 | -0.4% | 0.02% | -6.2% |
| Q3 2021 | $50,410,000 | – | 1,947,829 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |