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 | $7,565,549 | -7.4% | 335,948 | -4.1% | 1.60% | -4.4% |
| Q2 2023 | $8,166,473 | +0.3% | 350,342 | -0.8% | 1.67% | -4.0% |
| Q1 2023 | $8,145,646 | +1.7% | 353,237 | -4.8% | 1.74% | -4.8% |
| Q4 2022 | $8,012,563 | +19.3% | 370,952 | +4.4% | 1.83% | -0.8% |
| Q3 2022 | $6,714,000 | -1.8% | 355,409 | +11.5% | 1.84% | +0.2% |
| Q2 2022 | $6,835,000 | +32.6% | 318,803 | +54.4% | 1.84% | -21.6% |
| Q1 2022 | $5,153,000 | -45.5% | 206,544 | -43.0% | 2.34% | -12.0% |
| Q4 2021 | $9,459,000 | -0.9% | 362,259 | -1.8% | 2.66% | -17.0% |
| Q3 2021 | $9,549,000 | – | 368,954 | – | 3.21% | – |
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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% |