DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,627,876 | -3.9% | 103,378 | -3.8% | 0.32% | -10.8% |
| Q1 2024 | $2,735,037 | +3.6% | 107,509 | -0.5% | 0.36% | -2.7% |
| Q4 2023 | $2,639,777 | +8.2% | 108,099 | -0.2% | 0.37% | -10.8% |
| Q3 2023 | $2,439,277 | -13.0% | 108,316 | -9.9% | 0.42% | -10.4% |
| Q2 2023 | $2,803,628 | +8.2% | 120,276 | +7.0% | 0.46% | +0.9% |
| Q1 2023 | $2,591,045 | +12.6% | 112,361 | +5.4% | 0.46% | +5.5% |
| Q4 2022 | $2,301,887 | +6.6% | 106,569 | -6.7% | 0.44% | -3.8% |
| Q3 2022 | $2,159,000 | -2.4% | 114,269 | +10.8% | 0.45% | +4.6% |
| Q2 2022 | $2,211,000 | -17.7% | 103,119 | -4.2% | 0.43% | -5.3% |
| Q1 2022 | $2,686,000 | +6.4% | 107,666 | +11.4% | 0.46% | +2.9% |
| Q4 2021 | $2,524,000 | +8.0% | 96,681 | +7.0% | 0.44% | -2.4% |
| Q3 2021 | $2,338,000 | – | 90,342 | – | 0.45% | – |
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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% |