DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,965 | -3.7% | 90,363 | -0.4% | 1.55% | +0.1% |
| Q2 2023 | $2,114,198 | +2.5% | 90,699 | +1.4% | 1.55% | -1.2% |
| Q1 2023 | $2,061,872 | +11.1% | 89,413 | +4.1% | 1.56% | +6.8% |
| Q4 2022 | $1,855,474 | +21.3% | 85,902 | +6.0% | 1.46% | +15.4% |
| Q3 2022 | $1,530,000 | +49.3% | 81,018 | +69.4% | 1.27% | +56.5% |
| Q2 2022 | $1,025,000 | +91.6% | 47,819 | +123.2% | 0.81% | +131.1% |
| Q1 2022 | $535,000 | +13.8% | 21,429 | +19.0% | 0.35% | +21.5% |
| Q4 2021 | $470,000 | +14.1% | 18,000 | +13.0% | 0.29% | +5.5% |
| Q3 2021 | $412,000 | – | 15,930 | – | 0.27% | – |
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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% |