DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,050,922 | -3.4% | 313,096 | 0.0% | 4.21% | -9.1% |
| Q2 2023 | $7,298,268 | +1.1% | 313,096 | 0.0% | 4.64% | -7.4% |
| Q1 2023 | $7,219,994 | +10.2% | 313,096 | +3.2% | 5.00% | +5.4% |
| Q4 2022 | $6,553,354 | +14.3% | 303,396 | 0.0% | 4.75% | -20.8% |
| Q3 2022 | $5,731,000 | -3.1% | 303,396 | +9.9% | 6.00% | -20.7% |
| Q2 2022 | $5,917,000 | -14.1% | 275,999 | 0.0% | 7.56% | +5.1% |
| Q1 2022 | $6,886,000 | – | 275,999 | – | 7.19% | – |
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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% |