SAGE FINANCIAL GROUP INC - DIMENSIONAL ETF TRUST ownership

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
SAGE FINANCIAL GROUP INC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$264,903
-32.1%
11,763
-29.7%
0.03%
-29.3%
Q2 2023$389,930
+43.8%
16,728
+42.2%
0.04%
+32.3%
Q1 2023$271,255
+6.8%
11,7630.0%0.03%0.0%
Q4 2022$254,081
+14.5%
11,7630.0%0.03%
+3.3%
Q3 2022$222,000
-11.9%
11,7630.0%0.03%
-9.1%
Q2 2022$252,000
-28.4%
11,763
-16.6%
0.03%
-19.5%
Q1 2022$352,000
-4.3%
14,1030.0%0.04%
+5.1%
Q4 2021$368,000
+0.8%
14,1030.0%0.04%
-13.3%
Q3 2021$365,00014,1030.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Geometric Wealth Advisors 5,763,629$129,796,93040.46%
Core Wealth Management, Inc. 2,067,118$46,551,50524.07%
MONOGRAPH WEALTH ADVISORS, LLC 4,720,198$106,298,85921.02%
Trellis Wealth Advisors LLC 1,363,668$30,709,80719.32%
Creative Capital Management Investments LLC 1,148,834$25,871,74217.73%
ShankerValleau Wealth Advisors, Inc. 1,333,585$30,032,33416.88%
Onyx Financial Advisors, LLC 859,365$19,352,90916.63%
Planning Center, Inc. 2,740,926$61,725,64416.04%
New Capital Management LP 2,015,355$45,385,78415.74%
Morton Capital Management LLC/CA 1,907,140$42,948,78415.21%
View complete list of DIMENSIONAL ETF TRUST shareholders