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 | $5,300,364 | -0.2% | 235,363 | +3.3% | 2.09% | +1.6% |
| Q2 2023 | $5,309,790 | +1.8% | 227,790 | +0.7% | 2.05% | -0.7% |
| Q1 2023 | $5,218,451 | +3.2% | 226,299 | -3.4% | 2.07% | -0.2% |
| Q4 2022 | $5,058,205 | +55.8% | 234,176 | +36.3% | 2.07% | +46.8% |
| Q3 2022 | $3,245,714 | -7.5% | 171,822 | +5.0% | 1.41% | -6.4% |
| Q2 2022 | $3,510,086 | -10.6% | 163,717 | +4.1% | 1.51% | +0.5% |
| Q1 2022 | $3,924,500 | -1.0% | 157,295 | +3.7% | 1.50% | +2.2% |
| Q4 2021 | $3,962,200 | +7.9% | 151,750 | +7.0% | 1.47% | +4.0% |
| Q3 2021 | $3,671,448 | – | 141,864 | – | 1.41% | – |
Download | ||||||
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% |