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 | $1,566,068 | -78.0% | 72,236 | -76.3% | 0.75% | -78.9% |
| Q2 2023 | $7,109,104 | -1.6% | 304,981 | -2.6% | 3.56% | -4.1% |
| Q1 2023 | $7,221,917 | +684441.9% | 313,179 | +540.9% | 3.72% | +430.4% |
| Q4 2022 | $1,055 | -99.9% | 48,863 | +2.0% | 0.70% | -8.5% |
| Q3 2022 | $905,000 | -9.1% | 47,928 | +3.1% | 0.77% | -15.4% |
| Q2 2022 | $996,000 | -13.5% | 46,488 | +0.7% | 0.90% | +100.2% |
| Q1 2022 | $1,152,000 | -84.4% | 46,171 | -83.7% | 0.45% | -79.1% |
| Q4 2021 | $7,380,000 | – | 282,655 | – | 2.16% | – |
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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% |