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 | $15,677,757 | +2.1% | 696,170 | +5.7% | 2.00% | +2.0% |
Q2 2023 | $15,357,194 | +3.4% | 658,824 | +2.3% | 1.96% | +1.8% |
Q1 2023 | $14,850,811 | +11.3% | 644,007 | +4.3% | 1.93% | +4.4% |
Q4 2022 | $13,339,350 | +12.9% | 617,562 | -1.3% | 1.85% | -3.5% |
Q3 2022 | $11,815,000 | -9.4% | 625,453 | +2.8% | 1.91% | -4.2% |
Q2 2022 | $13,041,000 | -23.1% | 608,252 | -10.5% | 2.00% | -21.5% |
Q1 2022 | $16,960,000 | -0.3% | 679,740 | +4.3% | 2.54% | +1.0% |
Q4 2021 | $17,017,000 | +5.9% | 651,736 | +4.9% | 2.52% | +2.6% |
Q3 2021 | $16,075,000 | – | 621,117 | – | 2.45% | – |
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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% |