DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $783,363 | -51.5% | 34,786 | -45.9% | 0.04% | 0.0% |
Q2 2023 | $1,615,845 | +125.8% | 64,338 | +142.0% | 0.04% | +12.9% |
Q1 2023 | $715,628 | +52752.9% | 26,583 | -46.2% | 0.03% | -13.9% |
Q4 2022 | $1,354 | -99.9% | 49,411 | -6.3% | 0.04% | -5.3% |
Q3 2022 | $1,441,000 | +49.3% | 52,714 | +49.6% | 0.04% | +26.7% |
Q2 2022 | $965,000 | -22.1% | 35,248 | -21.3% | 0.03% | +100.0% |
Q1 2022 | $1,238,000 | +3651.5% | 44,762 | +3424.6% | 0.02% | +1400.0% |
Q4 2021 | $33,000 | 0.0% | 1,270 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $33,000 | – | 1,267 | – | 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% |