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 | $3,574,174 | -0.2% | 140,605 | -0.2% | 1.36% | -0.9% |
| Q1 2024 | $3,582,738 | +4.2% | 140,831 | +0.0% | 1.37% | -7.8% |
| Q4 2023 | $3,439,045 | +8.4% | 140,829 | +0.0% | 1.49% | -7.9% |
| Q3 2023 | $3,171,192 | -3.1% | 140,817 | +0.3% | 1.61% | -0.1% |
| Q2 2023 | $3,272,161 | +0.3% | 140,376 | -0.8% | 1.62% | -7.9% |
| Q1 2023 | $3,262,741 | +6.9% | 141,489 | +0.2% | 1.75% | +0.1% |
| Q4 2022 | $3,051,434 | +12.7% | 141,270 | -1.5% | 1.75% | +0.3% |
| Q3 2022 | $2,708,000 | -10.3% | 143,378 | +1.8% | 1.75% | -5.8% |
| Q2 2022 | $3,019,000 | -15.6% | 140,807 | -1.8% | 1.86% | -9.2% |
| Q1 2022 | $3,578,000 | +1.2% | 143,390 | +1.4% | 2.04% | -4.6% |
| Q4 2021 | $3,535,000 | – | 141,448 | – | 2.14% | – |
Download | ||||||
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% |