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 | $42,515,881 | -3.4% | 1,887,916 | +0.0% | 8.81% | -0.5% |
| Q2 2023 | $43,998,080 | +7.5% | 1,887,520 | +6.4% | 8.85% | -4.3% |
| Q1 2023 | $40,924,964 | +7.3% | 1,774,717 | +0.5% | 9.25% | +1.5% |
| Q4 2022 | $38,132,902 | +18.1% | 1,765,411 | +3.3% | 9.11% | +3.7% |
| Q3 2022 | $32,287,000 | +7.9% | 1,709,203 | +22.5% | 8.79% | +3.6% |
| Q2 2022 | $29,918,000 | -28.0% | 1,395,429 | -16.2% | 8.48% | -20.5% |
| Q1 2022 | $41,528,000 | +18.9% | 1,664,456 | +24.4% | 10.67% | +6.6% |
| Q4 2021 | $34,931,000 | – | 1,337,840 | – | 10.00% | – |
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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% |