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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $87,369 | -51.3% | 3,437 | -51.3% | 0.01% | -52.9% |
| Q1 2024 | $179,403 | +31.1% | 7,052 | +25.9% | 0.02% | +30.8% |
| Q4 2023 | $136,801 | +29.9% | 5,602 | +19.8% | 0.01% | +30.0% |
| Q3 2023 | $105,326 | -14.4% | 4,677 | -11.4% | 0.01% | -9.1% |
| Q2 2023 | $123,007 | +4.4% | 5,277 | +3.3% | 0.01% | 0.0% |
| Q1 2023 | $117,767 | +35.1% | 5,107 | +26.5% | 0.01% | +22.2% |
| Q4 2022 | $87,199 | +14.7% | 4,037 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $76,000 | -12.6% | 4,037 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $87,000 | -99.7% | 4,037 | -99.7% | 0.01% | -99.6% |
| Q1 2022 | $32,474,000 | +78.5% | 1,301,572 | +86.9% | 2.03% | +81.2% |
| Q4 2021 | $18,188,000 | +59.4% | 696,584 | +58.0% | 1.12% | +41.1% |
| Q3 2021 | $11,409,000 | – | 440,841 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 7,310,936 | $185,843,993 | 38.17% |
| Financial Symmetry Inc | 1,333,531 | $33,898,346 | 26.36% |
| Core Wealth Management, Inc. | 2,262,878 | $57,522,355 | 23.34% |
| Trellis Wealth Advisors LLC | 1,467,569 | $37,305,605 | 20.48% |
| MONOGRAPH WEALTH ADVISORS, LLC | 5,510,306 | $140,071,969 | 20.47% |
| Creative Capital Management Investments LLC | 1,527,952 | $38,840,540 | 18.87% |
| New Capital Management LP | 2,138,175 | $54,352,396 | 16.68% |
| Onyx Financial Advisors, LLC | 1,007,514 | $25,611,014 | 15.34% |
| ShankerValleau Wealth Advisors, Inc. | 1,372,916 | $34,899,524 | 14.94% |
| BAKER BOYER NATIONAL BANK | 1,666,866 | $42,371,733 | 14.80% |