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 | $14,176,790 | +39.8% | 629,520 | +44.7% | 0.14% | +36.3% |
| Q2 2023 | $10,138,148 | -10.3% | 434,927 | -11.3% | 0.10% | -17.1% |
| Q1 2023 | $11,305,756 | -7.9% | 490,276 | -13.8% | 0.12% | +12.8% |
| Q4 2022 | $12,279,730 | -99.9% | 568,506 | -64.3% | 0.11% | -32.3% |
| Q3 2022 | $15,052,037,000 | +108594.7% | 1,592,086 | +146.5% | 0.16% | +13.4% |
| Q2 2022 | $13,848,000 | -11.4% | 645,877 | +3.1% | 0.14% | -12.9% |
| Q1 2022 | $15,626,000 | +2.4% | 626,289 | +7.2% | 0.16% | +5.8% |
| Q4 2021 | $15,253,000 | -4.4% | 584,166 | -5.2% | 0.15% | -3.1% |
| Q3 2021 | $15,949,000 | – | 616,268 | – | 0.16% | – |
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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% |