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 | $419,070 | +1.7% | 18,609 | +5.3% | 0.18% | +2.8% |
Q2 2023 | $411,911 | +42.9% | 17,671 | +41.3% | 0.18% | +23.9% |
Q1 2023 | $288,342 | +6.1% | 12,504 | -0.6% | 0.14% | -6.6% |
Q4 2022 | $271,728 | +34.5% | 12,580 | +17.8% | 0.15% | +14.3% |
Q3 2022 | $202,000 | -9.4% | 10,675 | +2.5% | 0.13% | -11.3% |
Q2 2022 | $223,000 | -13.6% | 10,412 | +5.4% | 0.15% | -7.4% |
Q4 2021 | $258,000 | – | 9,879 | – | 0.16% | – |
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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% |