DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,972,724 | -4.1% | 309,624 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $7,273,466 | +1.5% | 312,032 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $7,168,893 | +8.7% | 310,880 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $6,596,554 | +31.2% | 305,396 | +14.7% | 0.01% | +20.0% |
| Q3 2022 | $5,028,000 | -16.1% | 266,181 | -4.8% | 0.01% | -9.1% |
| Q2 2022 | $5,995,000 | -22.5% | 279,588 | -9.9% | 0.01% | -8.3% |
| Q1 2022 | $7,739,000 | -5.3% | 310,195 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $8,176,000 | -6.5% | 313,153 | -7.3% | 0.01% | -14.3% |
| Q3 2021 | $8,744,000 | – | 337,855 | – | 0.01% | – |
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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% |