DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,726,660 | +12.7% | 152,607 | +3.9% | 0.52% | +16.0% |
| Q3 2023 | $3,307,603 | -4.4% | 146,874 | -1.0% | 0.44% | -10.3% |
| Q2 2023 | $3,459,639 | +47.0% | 148,419 | +45.4% | 0.50% | +33.7% |
| Q1 2023 | $2,354,198 | +39.5% | 102,090 | +30.7% | 0.37% | +24.9% |
| Q4 2022 | $1,687,813 | +53.0% | 78,140 | +33.8% | 0.30% | +7.2% |
| Q3 2022 | $1,103,000 | -5.4% | 58,392 | +7.4% | 0.28% | -15.8% |
| Q2 2022 | $1,166,000 | +51.8% | 54,372 | +76.6% | 0.33% | +72.3% |
| Q1 2022 | $768,000 | +9.2% | 30,796 | +14.4% | 0.19% | +4.4% |
| Q4 2021 | $703,000 | -1.5% | 26,922 | -2.5% | 0.18% | -21.5% |
| Q3 2021 | $714,000 | – | 27,600 | – | 0.23% | – |
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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% |