DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $23,290 | +6.8% | 953,734 | -1.5% | 1.26% | +6.4% |
| Q3 2023 | $21,807 | -4.1% | 968,324 | -0.8% | 1.18% | -1.9% |
| Q2 2023 | $22,750 | -1.5% | 975,969 | -2.9% | 1.20% | -5.5% |
| Q1 2023 | $23,108 | +3.9% | 1,005,186 | -2.4% | 1.28% | -3.1% |
| Q4 2022 | $22,241 | -99.9% | 1,029,687 | +0.2% | 1.32% | +0.6% |
| Q3 2022 | $19,418,000 | -12.9% | 1,027,970 | -1.2% | 1.31% | -12.8% |
| Q2 2022 | $22,297,000 | -14.5% | 1,039,959 | -0.6% | 1.50% | -8.6% |
| Q1 2022 | $26,091,000 | -4.2% | 1,045,732 | +0.3% | 1.64% | -5.3% |
| Q4 2021 | $27,235,000 | +0.3% | 1,043,099 | -1.7% | 1.73% | -3.1% |
| Q3 2021 | $27,167,000 | – | 1,060,921 | – | 1.79% | – |
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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% |