DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,619,795 | -2.8% | 205,142 | +0.6% | 3.54% | -0.1% |
| Q2 2023 | $4,754,740 | +6.7% | 203,979 | +7.1% | 3.55% | +1.8% |
| Q1 2023 | $4,457,635 | +24.4% | 190,416 | +14.8% | 3.48% | +15.1% |
| Q4 2022 | $3,582,891 | +47.2% | 165,875 | +28.7% | 3.03% | +33.7% |
| Q3 2022 | $2,434,000 | +5.3% | 128,869 | +23.4% | 2.26% | +20.7% |
| Q2 2022 | $2,311,000 | +35.8% | 104,431 | +53.1% | 1.88% | +45.6% |
| Q1 2022 | $1,702,000 | +124.2% | 68,211 | +134.7% | 1.29% | +126.8% |
| Q4 2021 | $759,000 | – | 29,067 | – | 0.57% | – |
Download | ||||||
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% |