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 | $2,833,105 | +0.1% | 111,452 | +0.2% | 2.38% | +4.5% |
| Q1 2024 | $2,830,030 | +1.4% | 111,243 | -2.7% | 2.28% | -3.1% |
| Q4 2023 | $2,791,359 | +7.3% | 114,306 | -1.0% | 2.35% | -3.9% |
| 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 | 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% |