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 | $703 | -3.4% | 31,221 | 0.0% | 0.11% | +20.4% |
| Q2 2023 | $728 | -3.2% | 31,221 | -4.3% | 0.09% | -32.1% |
| Q1 2023 | $752 | -37.3% | 32,629 | -41.3% | 0.14% | -49.6% |
| Q4 2022 | $1,200 | -99.9% | 55,571 | -95.5% | 0.27% | -3.5% |
| Q3 2022 | $1,227,000 | -57.3% | 1,226,716 | +814.6% | 0.28% | -35.9% |
| Q2 2022 | $2,876,000 | +5430.8% | 134,123 | -89.6% | 0.44% | +94.7% |
| Q1 2022 | $52,000 | -89.5% | 1,289,690 | +6557.2% | 0.23% | +242.4% |
| Q4 2021 | $495,000 | – | 19,373 | – | 0.07% | – |
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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% |