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 | $15,523,810 | +1.4% | 689,334 | +5.0% | 14.03% | +4.8% |
| Q2 2023 | $15,307,036 | +9.4% | 656,672 | +8.2% | 13.38% | +3.0% |
| Q1 2023 | $13,989,907 | +10.5% | 606,674 | +4.5% | 13.00% | +1.6% |
| Q4 2022 | $12,659,245 | +20.9% | 580,400 | +5.7% | 12.79% | +8.2% |
| Q3 2022 | $10,470,000 | -13.2% | 549,335 | -1.5% | 11.82% | -9.0% |
| Q2 2022 | $12,057,000 | -10.3% | 557,434 | +4.4% | 12.99% | +4.8% |
| Q1 2022 | $13,447,000 | -0.8% | 534,050 | +3.7% | 12.39% | +6.1% |
| Q4 2021 | $13,556,000 | – | 515,218 | – | 11.68% | – |
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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% |