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 | $42,948,784 | -0.1% | 1,907,140 | +3.4% | 15.21% | +3.7% |
| Q2 2023 | $42,981,420 | +3.3% | 1,843,905 | +2.2% | 14.68% | -0.3% |
| Q1 2023 | $41,607,061 | +0.8% | 1,804,296 | -5.6% | 14.72% | -8.6% |
| Q4 2022 | $41,264,129 | +19.2% | 1,910,376 | +4.3% | 16.11% | +2.3% |
| Q3 2022 | $34,608,253 | -11.0% | 1,832,094 | +1.0% | 15.75% | -7.0% |
| Q2 2022 | $38,888,385 | -8.8% | 1,813,824 | +6.1% | 16.94% | -3.2% |
| Q1 2022 | $42,638,877 | -1.9% | 1,708,973 | +2.7% | 17.49% | -0.5% |
| Q4 2021 | $43,452,549 | – | 1,664,211 | – | 17.58% | – |
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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% |