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 | $2,770,906 | -9.4% | 123,042 | -6.2% | 0.00% | – |
Q2 2023 | $3,057,270 | +118.2% | 131,157 | +115.8% | 0.00% | – |
Q1 2023 | $1,401,425 | -1.8% | 60,773 | -8.0% | 0.00% | – |
Q4 2022 | $1,427,393 | +11.3% | 66,083 | -2.7% | 0.00% | – |
Q3 2022 | $1,283,000 | -8.0% | 67,939 | +4.5% | 0.00% | – |
Q2 2022 | $1,394,000 | +1061.7% | 65,022 | +1253.5% | 0.00% | – |
Q1 2022 | $120,000 | – | 4,804 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |