DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,463 | -18.0% | 79,905 | -15.2% | 0.00% | 0.0% |
| Q2 2023 | $2,195,522 | +66.8% | 94,188 | +65.0% | 0.00% | +100.0% |
| Q1 2023 | $1,316,057 | -3.4% | 57,071 | -9.6% | 0.00% | 0.0% |
| Q4 2022 | $1,362,895 | +29.3% | 63,097 | +13.1% | 0.00% | 0.0% |
| Q3 2022 | $1,054,000 | +30.9% | 55,774 | +48.6% | 0.00% | 0.0% |
| Q2 2022 | $805,000 | +85.1% | 37,531 | +115.2% | 0.00% | – |
| Q1 2022 | $435,000 | -1.8% | 17,442 | +2.7% | 0.00% | – |
| Q4 2021 | $443,000 | +0.7% | 16,984 | 0.0% | 0.00% | – |
| Q3 2021 | $440,000 | – | 16,984 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,619,808 | $94,513,000 | 45.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,132,499 | $107,900,000 | 27.16% |
| Planning Center, Inc. | 1,216,073 | $31,557,000 | 25.17% |
| BAKER BOYER NATIONAL BANK | 1,716,347 | $44,814,000 | 20.60% |
| ShankerValleau Wealth Advisors, Inc. | 1,313,849 | $34,305,000 | 19.71% |
| Morton Capital Management LLC/CA | 1,664,211 | $43,452,549 | 17.58% |
| BetterWealth, LLC | 775,203 | $20,241,000 | 14.19% |
| Greenspring Advisors, LLC | 2,053,758 | $53,623,000 | 13.81% |
| VANCE WEALTH, INC. | 506,169 | $13,216,000 | 12.97% |
| AWM CAPITAL, LLC | 614,301 | $16,039,000 | 12.19% |