DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,204,237 | -4.3% | 275,499 | -0.9% | 3.79% | -13.9% |
| Q2 2023 | $6,482,464 | +0.9% | 278,098 | -0.2% | 4.40% | -4.9% |
| Q1 2023 | $6,422,994 | +6.5% | 278,534 | -0.2% | 4.63% | -3.3% |
| Q4 2022 | $6,029,143 | +13.9% | 279,127 | -0.4% | 4.79% | -5.2% |
| Q3 2022 | $5,294,000 | -13.4% | 280,254 | -1.7% | 5.05% | -9.7% |
| Q2 2022 | $6,115,000 | -14.2% | 285,192 | -0.1% | 5.59% | -5.7% |
| Q1 2022 | $7,126,000 | -1.9% | 285,620 | -0.1% | 5.93% | +0.2% |
| Q4 2021 | $7,262,000 | – | 286,014 | – | 5.92% | – |
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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% |