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 | $116,770,748 | -3.3% | 5,185,202 | -1.0% | 0.67% | -2.5% |
| Q2 2023 | $120,731,759 | 0.0% | 5,235,549 | 0.0% | 0.68% | 0.0% |
| Q1 2023 | $120,731,759 | +8.2% | 5,235,549 | +1.3% | 0.68% | +4.6% |
| Q4 2022 | $111,622,729 | +12.1% | 5,167,719 | -2.0% | 0.66% | +4.3% |
| Q3 2022 | $99,595,000 | -15.5% | 5,272,402 | -4.1% | 0.63% | -9.1% |
| Q2 2022 | $117,871,000 | -17.8% | 5,497,798 | -4.3% | 0.69% | -1.8% |
| Q1 2022 | $143,359,000 | -5.6% | 5,745,858 | -1.2% | 0.70% | -2.4% |
| Q4 2021 | $151,890,000 | +0.1% | 5,817,362 | -0.8% | 0.72% | -8.3% |
| Q3 2021 | $151,774,000 | – | 5,864,565 | – | 0.79% | – |
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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% |