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 | $4,296,276 | +15.4% | 190,776 | +19.5% | 3.10% | +17.8% |
Q2 2023 | $3,721,395 | +10.6% | 159,648 | +9.4% | 2.63% | +4.7% |
Q1 2023 | $3,364,200 | +26.3% | 145,889 | +18.3% | 2.52% | +24.4% |
Q4 2022 | $2,663,215 | +114.1% | 123,297 | +87.2% | 2.02% | +105.0% |
Q3 2022 | $1,244,000 | +99.7% | 65,860 | +126.8% | 0.99% | +106.7% |
Q2 2022 | $623,000 | +77.0% | 29,045 | +105.8% | 0.48% | +90.8% |
Q1 2022 | $352,000 | – | 14,110 | – | 0.25% | – |
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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% |