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 | $9,344,442 | -7.4% | 414,940 | -4.2% | 2.00% | -2.4% |
| Q2 2023 | $10,095,299 | -1.6% | 433,089 | -8.8% | 2.05% | -3.0% |
| Q1 2023 | $10,257,109 | 0.0% | 474,866 | 0.0% | 2.11% | 0.0% |
| Q4 2022 | $10,257,109 | +11.8% | 474,866 | -2.2% | 2.11% | -3.3% |
| Q3 2022 | $9,176,000 | -13.3% | 485,739 | -1.6% | 2.18% | -9.5% |
| Q2 2022 | $10,585,000 | -20.9% | 493,698 | -8.0% | 2.41% | -18.0% |
| Q1 2022 | $13,387,000 | -4.9% | 536,561 | -0.4% | 2.94% | -4.6% |
| Q4 2021 | $14,072,000 | +10.8% | 538,956 | +9.8% | 3.08% | +8.1% |
| Q3 2021 | $12,701,000 | – | 490,781 | – | 2.85% | – |
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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% |