DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,524,789 | -5.5% | 1,533,075 | -2.3% | 14.04% | +3.8% |
| Q2 2023 | $36,553,487 | +4.2% | 1,568,822 | +3.1% | 13.52% | +0.0% |
| Q1 2023 | $35,079,238 | +3.1% | 1,521,879 | -3.4% | 13.52% | -5.3% |
| Q4 2022 | $34,009,003 | +7.2% | 1,575,224 | -6.2% | 14.28% | +1.4% |
| Q3 2022 | $31,713,000 | -14.4% | 1,679,740 | -2.8% | 14.08% | -25.1% |
| Q2 2022 | $37,029,000 | -13.5% | 1,727,919 | +0.7% | 18.78% | -8.8% |
| Q1 2022 | $42,793,000 | -4.5% | 1,715,153 | -0.1% | 20.60% | -0.0% |
| Q4 2021 | $44,814,000 | +21.0% | 1,716,347 | -0.7% | 20.60% | +9.7% |
| Q2 2021 | $37,029,000 | – | 1,727,919 | – | 18.78% | – |
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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% |