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 | $558,026 | -2.4% | 24,779 | +1.0% | 0.09% | +2.2% |
| Q2 2023 | $571,618 | +2.5% | 24,522 | +1.4% | 0.09% | -4.3% |
| Q1 2023 | $557,690 | +20.3% | 24,184 | +12.7% | 0.09% | +13.3% |
| Q4 2022 | $463,431 | +132.9% | 21,455 | +103.8% | 0.08% | +112.8% |
| Q3 2022 | $199,000 | -9.5% | 10,528 | +2.8% | 0.04% | -7.1% |
| Q2 2022 | $220,000 | -5.2% | 10,243 | +10.2% | 0.04% | +7.7% |
| Q1 2022 | $232,000 | +14.9% | 9,294 | +20.2% | 0.04% | +25.8% |
| Q4 2021 | $202,000 | +1.0% | 7,734 | 0.0% | 0.03% | -11.4% |
| Q3 2021 | $200,000 | – | 7,734 | – | 0.04% | – |
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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% |