DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,584 | -2.8% | 66,811 | +0.6% | 0.63% | +1.5% |
| Q2 2023 | $1,548,064 | -5.2% | 66,412 | -6.2% | 0.62% | -13.6% |
| Q1 2023 | $1,633,017 | +7.2% | 70,816 | +0.4% | 0.72% | -5.7% |
| Q4 2022 | $1,522,843 | -1.8% | 70,502 | -14.1% | 0.76% | -15.8% |
| Q3 2022 | $1,551,000 | -10.8% | 82,103 | +1.2% | 0.90% | -11.3% |
| Q2 2022 | $1,739,000 | -25.9% | 81,119 | -13.7% | 1.02% | -18.7% |
| Q1 2022 | $2,346,000 | -2.6% | 94,024 | +1.9% | 1.25% | -1.0% |
| Q4 2021 | $2,409,000 | – | 92,257 | – | 1.26% | – |
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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% |