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 | $25,647,550 | +0.1% | 1,138,879 | +3.6% | 5.24% | +1.9% |
| Q2 2023 | $25,617,658 | +2.0% | 1,098,999 | +0.9% | 5.15% | -0.9% |
| Q1 2023 | $25,118,108 | +8.7% | 1,089,250 | +1.8% | 5.19% | +1.6% |
| Q4 2022 | $23,113,145 | +9.7% | 1,070,053 | -4.1% | 5.11% | +4.5% |
| Q3 2022 | $21,074,000 | -1.6% | 1,115,591 | +11.7% | 4.89% | +2.9% |
| Q2 2022 | $21,415,000 | -13.5% | 998,833 | +0.7% | 4.75% | -1.1% |
| Q1 2022 | $24,753,000 | -3.6% | 992,110 | +0.8% | 4.81% | +1.0% |
| Q4 2021 | $25,688,000 | – | 983,854 | – | 4.76% | – |
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% |