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 | $2,012 | +18.7% | 89,372 | +23.5% | 0.90% | +11.8% |
| Q2 2023 | $1,695 | +25.8% | 72,340 | +23.8% | 0.80% | +25.3% |
| Q1 2023 | $1,347 | +38.4% | 58,431 | +29.8% | 0.64% | +36.4% |
| Q4 2022 | $973 | -99.8% | 45,033 | +66.2% | 0.47% | +79.4% |
| Q3 2022 | $512,000 | +123.6% | 27,092 | +153.3% | 0.26% | +127.8% |
| Q2 2022 | $229,000 | -11.9% | 10,694 | +2.7% | 0.12% | +3.6% |
| Q1 2022 | $260,000 | +3.2% | 10,415 | +7.9% | 0.11% | +7.8% |
| Q4 2021 | $252,000 | +10.5% | 9,652 | +9.6% | 0.10% | +4.0% |
| Q3 2021 | $228,000 | – | 8,804 | – | 0.10% | – |
Download | ||||||
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% |