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 | $3,355 | -3.7% | 148,978 | -0.3% | 2.99% | +112.3% |
| Q2 2023 | $3,483 | +2176.5% | 149,431 | -95.8% | 1.41% | -61.4% |
| Q1 2023 | $153 | -95.4% | 3,519,263 | +2178.0% | 3.65% | +3.7% |
| Q4 2022 | $3,337 | -99.7% | 154,488 | +188.0% | 3.52% | +194.7% |
| Q3 2022 | $1,013,000 | -5.6% | 53,645 | +7.2% | 1.20% | -5.8% |
| Q2 2022 | $1,073,000 | -13.1% | 50,039 | +1.1% | 1.27% | -1.9% |
| Q1 2022 | $1,235,000 | -47.0% | 49,498 | -44.5% | 1.29% | -51.3% |
| Q4 2021 | $2,329,000 | +57.5% | 89,196 | +56.0% | 2.65% | +13.5% |
| Q3 2021 | $1,479,000 | – | 57,159 | – | 2.34% | – |
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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% |