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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,067,618 | +8.4% | 43,719 | 0.0% | 0.92% | -0.9% |
| Q3 2023 | $984,552 | -3.4% | 43,719 | 0.0% | 0.93% | +1.2% |
| Q2 2023 | $1,019,090 | +1.1% | 43,719 | 0.0% | 0.92% | -2.1% |
| Q1 2023 | $1,008,160 | +6.8% | 43,719 | 0.0% | 0.94% | +0.9% |
| Q4 2022 | $944,330 | +14.3% | 43,719 | 0.0% | 0.93% | +9.4% |
| Q3 2022 | $826,000 | -11.8% | 43,719 | 0.0% | 0.85% | -7.0% |
| Q2 2022 | $937,000 | -14.1% | 43,719 | 0.0% | 0.91% | -5.5% |
| Q1 2022 | $1,091,000 | -4.5% | 43,719 | 0.0% | 0.96% | +1.7% |
| Q4 2021 | $1,142,000 | +1.0% | 43,719 | 0.0% | 0.95% | -6.2% |
| Q3 2021 | $1,131,000 | – | 43,719 | – | 1.01% | – |
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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% |