DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,655,414 | -3.6% | 2,871,022 | -0.2% | 5.95% | -2.6% |
| Q2 2023 | $67,043,024 | -0.9% | 2,876,149 | -2.0% | 6.11% | -8.7% |
| Q1 2023 | $67,679,805 | +2.4% | 2,934,944 | -4.1% | 6.70% | -5.8% |
| Q4 2022 | $66,119,548 | +11.0% | 3,061,090 | -3.0% | 7.11% | +1.6% |
| Q3 2022 | $59,591,000 | -14.2% | 3,154,653 | -2.6% | 7.00% | -8.4% |
| Q2 2022 | $69,437,000 | -10.1% | 3,238,666 | +4.6% | 7.64% | +1.8% |
| Q1 2022 | $77,232,000 | -5.6% | 3,095,480 | -1.2% | 7.51% | +3.1% |
| Q4 2021 | $81,843,000 | – | 3,134,563 | -12.4% | 7.28% | – |
| Q3 2021 | $0 | – | 3,577,788 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |