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 | $1,094,818 | -0.8% | 48,615 | +2.7% | 0.10% | +1.0% |
| Q2 2023 | $1,103,724 | -0.4% | 47,350 | -1.5% | 0.10% | +6.5% |
| Q1 2023 | $1,108,252 | +14.5% | 48,059 | +7.2% | 0.09% | +1.1% |
| Q4 2022 | $968,105 | +139.0% | 44,820 | +108.9% | 0.09% | +91.7% |
| Q3 2022 | $405,000 | -12.0% | 21,458 | +0.1% | 0.05% | -9.4% |
| Q2 2022 | $460,000 | -30.3% | 21,435 | -18.9% | 0.05% | -20.9% |
| Q1 2022 | $660,000 | -4.3% | 26,437 | +0.0% | 0.07% | -4.3% |
| Q4 2021 | $690,000 | +0.9% | 26,436 | +0.1% | 0.07% | +2.9% |
| Q3 2021 | $684,000 | – | 26,417 | – | 0.07% | – |
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% |