DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,816 | -0.1% | 5,409,226 | +3.5% | 0.25% | +1.6% |
| Q2 2023 | $121,883 | +11.7% | 5,228,791 | +10.5% | 0.25% | +8.3% |
| Q1 2023 | $109,091 | +16.4% | 4,730,769 | +9.0% | 0.23% | +1.8% |
| Q4 2022 | $93,716 | -99.8% | 4,338,736 | +58.9% | 0.22% | +69.2% |
| Q3 2022 | $51,590,000 | +1.9% | 2,731,087 | +15.7% | 0.13% | +0.8% |
| Q2 2022 | $50,611,000 | -7.1% | 2,360,603 | +8.1% | 0.13% | +5.6% |
| Q1 2022 | $54,461,000 | +42.0% | 2,182,822 | +48.6% | 0.12% | +45.3% |
| Q4 2021 | $38,346,000 | +60.2% | 1,468,648 | +58.8% | 0.09% | +43.3% |
| Q3 2021 | $23,938,000 | – | 924,999 | – | 0.06% | – |
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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% |