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 | $2,915,618 | +8.7% | 119,395 | +0.3% | 0.87% | +2.0% |
| Q3 2023 | $2,681,825 | -3.0% | 119,086 | +0.4% | 0.85% | -3.6% |
| Q2 2023 | $2,765,072 | +1.3% | 118,622 | +0.2% | 0.88% | -3.7% |
| Q1 2023 | $2,729,648 | +4.5% | 118,372 | -2.1% | 0.92% | -3.0% |
| Q4 2022 | $2,612,690 | +14.5% | 120,958 | +0.1% | 0.95% | +5.8% |
| Q3 2022 | $2,282,000 | -11.2% | 120,796 | +0.8% | 0.89% | -5.0% |
| Q2 2022 | $2,569,000 | -13.3% | 119,814 | +0.9% | 0.94% | -0.4% |
| Q1 2022 | $2,963,000 | +1.0% | 118,759 | +5.6% | 0.94% | -1.3% |
| Q4 2021 | $2,935,000 | – | 112,409 | – | 0.96% | – |
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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% |