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 | $502,962 | +0.4% | 22,334 | +3.9% | 0.18% | +2.9% |
| Q2 2023 | $500,955 | +2.2% | 21,491 | +1.1% | 0.17% | -1.7% |
| Q1 2023 | $490,325 | +21.7% | 21,263 | +14.0% | 0.17% | +17.6% |
| Q4 2022 | $402,732 | +15.4% | 18,645 | +1.0% | 0.15% | +0.7% |
| Q3 2022 | $349,000 | -9.1% | 18,462 | +3.7% | 0.15% | -5.8% |
| Q2 2022 | $384,000 | +35.7% | 17,805 | +59.6% | 0.16% | +52.9% |
| Q1 2022 | $283,000 | – | 11,153 | – | 0.10% | – |
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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% |