DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,524,789 | -5.5% | 1,533,075 | -2.3% | 14.04% | +3.8% |
| Q2 2023 | $36,553,487 | +4.2% | 1,568,822 | +3.1% | 13.52% | +0.0% |
| Q1 2023 | $35,079,238 | +3.1% | 1,521,879 | -3.4% | 13.52% | -5.3% |
| Q4 2022 | $34,009,003 | +7.2% | 1,575,224 | -6.2% | 14.28% | +1.4% |
| Q3 2022 | $31,713,000 | -14.4% | 1,679,740 | -2.8% | 14.08% | -25.1% |
| Q2 2022 | $37,029,000 | -13.5% | 1,727,919 | +0.7% | 18.78% | -8.8% |
| Q1 2022 | $42,793,000 | -4.5% | 1,715,153 | -0.1% | 20.60% | -0.0% |
| Q4 2021 | $44,814,000 | +21.0% | 1,716,347 | -0.7% | 20.60% | +9.7% |
| Q2 2021 | $37,029,000 | – | 1,727,919 | – | 18.78% | – |
Download | ||||||
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% |