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 | $1,791,083 | +12.0% | 79,533 | +15.9% | 0.38% | +19.8% |
| Q2 2023 | $1,599,835 | +40.7% | 68,633 | +39.2% | 0.32% | +35.3% |
| Q1 2023 | $1,137,042 | +146.5% | 49,308 | +130.9% | 0.24% | +147.4% |
| Q4 2022 | $461,333 | +62.4% | 21,358 | +42.3% | 0.10% | +48.4% |
| Q3 2022 | $284,000 | -89.4% | 15,008 | -88.0% | 0.06% | -88.7% |
| Q2 2022 | $2,690,000 | +311.9% | 125,470 | +379.4% | 0.57% | +349.2% |
| Q1 2022 | $653,000 | – | 26,175 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |