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 | $1,393,522 | -13.2% | 61,879 | -10.1% | 0.47% | -10.8% |
| Q2 2023 | $1,604,554 | +40.8% | 68,835 | +39.3% | 0.53% | +28.4% |
| Q1 2023 | $1,139,429 | +7.0% | 49,411 | +0.2% | 0.41% | -1.4% |
| Q4 2022 | $1,064,744 | +20.3% | 49,294 | +5.2% | 0.42% | +6.6% |
| Q3 2022 | $885,000 | -18.1% | 46,846 | -7.1% | 0.39% | -9.7% |
| Q2 2022 | $1,081,000 | -14.7% | 50,435 | -0.7% | 0.43% | +1.4% |
| Q1 2022 | $1,267,000 | +9.9% | 50,793 | +15.1% | 0.43% | +9.7% |
| Q4 2021 | $1,153,000 | +5.5% | 44,147 | +4.5% | 0.39% | -2.5% |
| Q3 2021 | $1,093,000 | – | 42,227 | – | 0.40% | – |
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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% |