DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 305 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $692,347 | +0.2% | 27,236 | +0.2% | 0.65% | -5.0% |
| Q1 2024 | $691,282 | +7.7% | 27,173 | +3.4% | 0.68% | +6.2% |
| Q4 2023 | $642,066 | +11.1% | 26,292 | +2.5% | 0.64% | +7.6% |
| Q3 2023 | $577,877 | +2.6% | 25,660 | +6.3% | 0.60% | +8.2% |
| Q2 2023 | $563,000 | +1.6% | 24,135 | +0.5% | 0.55% | -3.3% |
| Q1 2023 | $554,000 | +8.0% | 24,020 | +1.1% | 0.57% | -3.4% |
| Q4 2022 | $513,000 | +14.5% | 23,757 | +0.3% | 0.59% | -12.6% |
| Q3 2022 | $448,000 | +6.9% | 23,692 | +21.2% | 0.68% | +8.0% |
| Q2 2022 | $419,000 | -13.1% | 19,552 | +1.3% | 0.62% | -43.3% |
| Q1 2022 | $482,000 | -3.8% | 19,310 | +0.7% | 1.10% | +80.7% |
| Q4 2021 | $501,000 | +4.8% | 19,177 | +3.8% | 0.61% | -57.2% |
| Q3 2021 | $478,000 | – | 18,479 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 7,310,936 | $185,843,993 | 38.17% |
| Financial Symmetry Inc | 1,333,531 | $33,898,346 | 26.36% |
| Core Wealth Management, Inc. | 2,262,878 | $57,522,355 | 23.34% |
| Trellis Wealth Advisors LLC | 1,467,569 | $37,305,605 | 20.48% |
| MONOGRAPH WEALTH ADVISORS, LLC | 5,510,306 | $140,071,969 | 20.47% |
| Creative Capital Management Investments LLC | 1,527,952 | $38,840,540 | 18.87% |
| New Capital Management LP | 2,138,175 | $54,352,396 | 16.68% |
| Onyx Financial Advisors, LLC | 1,007,514 | $25,611,014 | 15.34% |
| ShankerValleau Wealth Advisors, Inc. | 1,372,916 | $34,899,524 | 14.94% |
| BAKER BOYER NATIONAL BANK | 1,666,866 | $42,371,733 | 14.80% |