DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,284 | -2.5% | 234,637 | +0.9% | 0.08% | -4.7% |
| Q2 2023 | $5,418 | +1.7% | 232,439 | +0.6% | 0.09% | -6.5% |
| Q1 2023 | $5,328 | -99.9% | 231,067 | +3.1% | 0.09% | +7.0% |
| Q4 2022 | $4,840,000 | -99.9% | 224,068 | +4.0% | 0.09% | +6.2% |
| Q3 2022 | $4,068,000,000 | +99362.1% | 215,349 | +12.9% | 0.08% | +2.5% |
| Q2 2022 | $4,090,000 | -13.0% | 190,783 | +1.3% | 0.08% | -3.7% |
| Q1 2022 | $4,699,000 | -99.9% | 188,337 | +37.5% | 0.08% | +30.2% |
| Q4 2021 | $3,575,000,000 | +106552.7% | 136,935 | +5.7% | 0.06% | -6.0% |
| Q3 2021 | $3,352,000 | – | 129,525 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,529,524 | $75,673,000 | 37.76% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,495,524 | $96,384,000 | 27.97% |
| Planning Center, Inc. | 1,367,635 | $28,570,000 | 22.51% |
| BAKER BOYER NATIONAL BANK | 1,727,919 | $37,029,000 | 18.78% |
| ShankerValleau Wealth Advisors, Inc. | 1,299,491 | $27,861,000 | 18.13% |
| Morton Capital Management LLC/CA | 1,813,824 | $38,888,385 | 16.94% |
| VANCE WEALTH, INC. | 933,746 | $20,020,000 | 15.48% |
| Greenspring Advisors, LLC | 2,145,127 | $45,991,000 | 13.52% |
| Shearwater Capital LLC | 557,434 | $12,057,000 | 12.99% |
| New Capital Management LP | 978,426 | $20,801,000 | 11.46% |