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 | $776,039 | -3.1% | 34,460 | +0.3% | 0.22% | -2.2% |
| Q2 2023 | $801,002 | +3.1% | 34,363 | +2.0% | 0.22% | -1.3% |
| Q1 2023 | $776,822 | +6.2% | 33,687 | -0.5% | 0.23% | -3.0% |
| Q4 2022 | $731,527 | -14.6% | 33,867 | -25.3% | 0.23% | -32.3% |
| Q3 2022 | $857,000 | +2.8% | 45,363 | +16.7% | 0.34% | +7.8% |
| Q2 2022 | $834,000 | -0.5% | 38,880 | +15.8% | 0.32% | +25.6% |
| Q1 2022 | $838,000 | -3.8% | 33,584 | +0.7% | 0.25% | +4.1% |
| Q4 2021 | $871,000 | +10.7% | 33,343 | +9.7% | 0.24% | +2.1% |
| Q3 2021 | $787,000 | – | 30,405 | – | 0.24% | – |
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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% |