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 | $2,362,849 | -10.4% | 104,922 | -7.2% | 0.20% | -11.1% |
| Q2 2023 | $2,636,493 | +5.3% | 113,106 | +4.2% | 0.22% | -3.4% |
| Q1 2023 | $2,504,141 | +34.7% | 108,592 | +26.2% | 0.23% | +22.6% |
| Q4 2022 | $1,858,730 | -10.2% | 86,052 | -21.5% | 0.19% | +59.7% |
| Q3 2022 | $2,070,000 | +154.6% | 109,618 | +189.4% | 0.12% | +153.2% |
| Q2 2022 | $813,000 | +77.5% | 37,880 | +115.2% | 0.05% | +4.4% |
| Q4 2021 | $458,000 | – | 17,599 | – | 0.04% | – |
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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% |