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 | $2,600,492 | -0.9% | 115,475 | +2.6% | 2.45% | +3.8% |
| Q2 2023 | $2,623,766 | +3.2% | 112,560 | +2.1% | 2.36% | +4.0% |
| Q1 2023 | $2,541,622 | -12.1% | 110,218 | -17.7% | 2.27% | -14.0% |
| Q4 2022 | $2,892,201 | +15.0% | 133,898 | +0.6% | 2.64% | +3.4% |
| Q3 2022 | $2,515,000 | -9.1% | 133,156 | +3.1% | 2.55% | -4.2% |
| Q2 2022 | $2,768,000 | -20.0% | 129,107 | -6.9% | 2.66% | -26.0% |
| Q1 2022 | $3,459,000 | +14.6% | 138,655 | +19.9% | 3.60% | +9.6% |
| Q4 2021 | $3,018,000 | – | 115,595 | – | 3.28% | – |
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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% |