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 | $3,171,192 | -3.1% | 140,817 | +0.3% | 1.61% | -0.1% |
| Q2 2023 | $3,272,161 | +0.3% | 140,376 | -0.8% | 1.62% | -7.9% |
| Q1 2023 | $3,262,741 | +6.9% | 141,489 | +0.2% | 1.75% | +0.1% |
| Q4 2022 | $3,051,434 | +12.7% | 141,270 | -1.5% | 1.75% | +0.3% |
| Q3 2022 | $2,708,000 | -10.3% | 143,378 | +1.8% | 1.75% | -5.8% |
| Q2 2022 | $3,019,000 | -15.6% | 140,807 | -1.8% | 1.86% | -9.2% |
| Q1 2022 | $3,578,000 | +1.2% | 143,390 | +1.4% | 2.04% | -4.6% |
| Q4 2021 | $3,535,000 | – | 141,448 | – | 2.14% | – |
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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% |