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 | $1,079,761 | -2.0% | 47,947 | +1.4% | 0.73% | -0.4% |
| Q2 2023 | $1,102,196 | +3.8% | 47,284 | +2.7% | 0.74% | -5.8% |
| Q1 2023 | $1,061,921 | +13.1% | 46,050 | +5.9% | 0.78% | +12.1% |
| Q4 2022 | $939,125 | +14.7% | 43,478 | +0.2% | 0.70% | -5.4% |
| Q3 2022 | $819,000 | -11.3% | 43,403 | +0.8% | 0.74% | -19.3% |
| Q2 2022 | $923,000 | -7.8% | 43,057 | +7.3% | 0.91% | -11.6% |
| Q1 2022 | $1,001,000 | +24.5% | 40,123 | +30.3% | 1.03% | +37.2% |
| Q4 2021 | $804,000 | – | 30,803 | – | 0.75% | – |
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% |