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 | $1,262,554 | -5.6% | 56,064 | -2.3% | 0.13% | -6.6% |
| Q2 2023 | $1,337,386 | +1.6% | 57,374 | +0.5% | 0.14% | -8.7% |
| Q1 2023 | $1,316,326 | -2.4% | 57,083 | -8.6% | 0.15% | -12.8% |
| Q4 2022 | $1,348,318 | +35.0% | 62,422 | +18.1% | 0.17% | +13.9% |
| Q3 2022 | $999,000 | -15.3% | 52,868 | -3.8% | 0.15% | -20.1% |
| Q2 2022 | $1,179,000 | -4.0% | 54,971 | +16.9% | 0.19% | -13.3% |
| Q4 2021 | $1,228,000 | +1.2% | 47,024 | +0.2% | 0.22% | -22.4% |
| Q3 2021 | $1,214,000 | – | 46,924 | – | 0.28% | – |
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% |