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 | $459,865 | -1.2% | 20,420 | +2.3% | 0.15% | +10.4% |
Q2 2023 | $465,500 | +3.7% | 19,970 | +2.6% | 0.14% | +13.4% |
Q1 2023 | $449,018 | +9.6% | 19,472 | +2.7% | 0.12% | +8.2% |
Q4 2022 | $409,716 | +21.2% | 18,968 | +5.9% | 0.11% | +10.0% |
Q3 2022 | $338,000 | -7.7% | 17,917 | +5.0% | 0.10% | -2.0% |
Q2 2022 | $366,000 | -3.2% | 17,057 | +12.6% | 0.10% | +9.7% |
Q1 2022 | $378,000 | +29.9% | 15,145 | +36.0% | 0.09% | +36.8% |
Q4 2021 | $291,000 | – | 11,140 | – | 0.07% | – |
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% |