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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,781,779 | +2.9% | 70,038 | -1.2% | 1.06% | +9.3% |
| Q4 2023 | $1,731,702 | +9.7% | 70,913 | +1.2% | 0.97% | 0.0% |
| Q3 2023 | $1,578,762 | -2.8% | 70,105 | +0.6% | 0.97% | -3.9% |
| Q2 2023 | $1,623,963 | +0.1% | 69,668 | -1.0% | 1.01% | -6.9% |
| Q1 2023 | $1,622,535 | +0.6% | 70,361 | -5.8% | 1.08% | -7.6% |
| Q4 2022 | $1,613,642 | -28.9% | 74,706 | -37.8% | 1.17% | -24.9% |
| Q3 2022 | $2,269,000 | -48.0% | 120,141 | -40.9% | 1.56% | -47.7% |
| Q2 2022 | $4,361,000 | -44.3% | 203,398 | -35.2% | 2.98% | +1.9% |
| Q1 2022 | $7,827,000 | -8.7% | 313,715 | -4.5% | 2.93% | -57.1% |
| Q4 2021 | $8,575,000 | +31.0% | 328,435 | +29.8% | 6.83% | +19.2% |
| Q3 2021 | $6,546,000 | – | 252,950 | – | 5.73% | – |
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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% |