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 | $93,519,032 | -7.2% | 4,152,709 | -4.0% | 8.28% | -3.0% |
| Q2 2023 | $100,820,120 | +12.8% | 4,325,187 | +11.6% | 8.54% | +7.4% |
| Q1 2023 | $89,392,348 | +5.7% | 3,876,511 | -1.0% | 7.95% | +2.6% |
| Q4 2022 | $84,590,695 | +15.8% | 3,916,236 | +1.3% | 7.75% | +6.7% |
| Q3 2022 | $73,021,000 | +18.8% | 3,865,599 | +34.9% | 7.26% | +27.8% |
| Q2 2022 | $61,449,000 | -32.4% | 2,866,129 | -21.3% | 5.68% | -26.7% |
| Q1 2022 | $90,902,000 | -2.9% | 3,643,350 | +1.6% | 7.75% | +1.6% |
| Q4 2021 | $93,619,000 | +12.3% | 3,585,575 | +11.3% | 7.63% | +0.6% |
| Q3 2021 | $83,338,000 | – | 3,220,193 | – | 7.59% | – |
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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% |