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 | $309,844 | -4.7% | 12,189 | -4.7% | 0.03% | -14.7% |
| Q1 2024 | $325,276 | -8.4% | 12,786 | -12.1% | 0.03% | -17.1% |
| Q4 2023 | $355,238 | +8.4% | 14,547 | 0.0% | 0.04% | -8.9% |
| Q3 2023 | $327,598 | -3.4% | 14,547 | 0.0% | 0.04% | -6.2% |
| Q2 2023 | $339,091 | +1.1% | 14,547 | 0.0% | 0.05% | -11.1% |
| Q1 2023 | $335,454 | +6.8% | 14,547 | 0.0% | 0.05% | -23.9% |
| Q4 2022 | $314,215 | +8.0% | 14,547 | -5.7% | 0.07% | -7.8% |
| Q3 2022 | $291,000 | -12.1% | 15,423 | 0.0% | 0.08% | +30.5% |
| Q2 2022 | $331,000 | -14.0% | 15,423 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $385,000 | +1.3% | 15,423 | +6.0% | 0.06% | +30.4% |
| Q4 2021 | $380,000 | -2.6% | 14,547 | -3.5% | 0.05% | -17.9% |
| Q3 2021 | $390,000 | – | 15,071 | – | 0.06% | – |
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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% |