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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,317 | -97.5% | 18,931 | -97.4% | 0.08% | -97.6% |
| Q2 2023 | $16,923,588 | -46.2% | 726,023 | -46.8% | 3.39% | -52.6% |
| Q1 2023 | $31,461,570 | +8.1% | 1,364,335 | +1.2% | 7.15% | -0.1% |
| Q4 2022 | $29,107,519 | +17.5% | 1,347,570 | +2.8% | 7.15% | +4.8% |
| Q3 2022 | $24,766,000 | -9.6% | 1,311,084 | +2.6% | 6.83% | -8.0% |
| Q2 2022 | $27,400,000 | -8.6% | 1,277,984 | +6.4% | 7.42% | -3.1% |
| Q1 2022 | $29,968,000 | -1.7% | 1,201,108 | +2.8% | 7.66% | -6.0% |
| Q4 2021 | $30,494,000 | – | 1,167,921 | – | 8.14% | – |
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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% |