DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,646,355 | -3.8% | 206,321 | -0.4% | 0.94% | -19.0% |
Q2 2023 | $4,828,455 | -15.0% | 207,141 | -15.9% | 1.17% | -27.1% |
Q1 2023 | $5,681,513 | +8.8% | 246,380 | +1.9% | 1.60% | -10.0% |
Q4 2022 | $5,223,424 | -3.1% | 241,825 | -3.0% | 1.78% | -2.4% |
Q3 2022 | $5,389,000 | -12.0% | 249,257 | -12.7% | 1.82% | -39.4% |
Q2 2022 | $6,121,000 | -31.2% | 285,504 | -19.9% | 3.00% | -45.2% |
Q1 2022 | $8,894,000 | -44.5% | 356,491 | -42.0% | 5.48% | -55.1% |
Q4 2021 | $16,039,000 | -2.5% | 614,301 | -1.0% | 12.19% | -1.0% |
Q3 2021 | $16,443,000 | – | 620,497 | – | 12.31% | – |
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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% |