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 | $1,376,900 | -17.4% | 61,141 | -14.5% | 1.40% | -10.1% |
| Q2 2023 | $1,666,525 | +0.4% | 71,494 | -0.7% | 1.56% | +5.5% |
| Q1 2023 | $1,660,098 | +6.9% | 71,990 | +0.1% | 1.48% | +4.4% |
| Q4 2022 | $1,553,243 | +197.6% | 71,909 | +160.1% | 1.42% | +184.0% |
| Q3 2022 | $522,000 | -11.7% | 27,642 | +0.2% | 0.50% | -9.6% |
| Q2 2022 | $591,000 | -24.8% | 27,581 | -12.4% | 0.55% | -35.9% |
| Q1 2022 | $786,000 | +5.4% | 31,495 | +10.2% | 0.86% | +13.6% |
| Q4 2021 | $746,000 | – | 28,578 | – | 0.76% | – |
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% |