DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,600,563 | +0.3% | 337,503 | +3.8% | 0.72% | +2.4% |
Q2 2023 | $7,581,200 | -5.6% | 325,234 | -6.6% | 0.70% | -9.2% |
Q1 2023 | $8,031,052 | +10.9% | 348,268 | +3.9% | 0.78% | +5.2% |
Q4 2022 | $7,241,899 | +41.9% | 335,273 | +24.1% | 0.74% | +30.9% |
Q3 2022 | $5,104,000 | +36.8% | 270,174 | +55.2% | 0.56% | +39.0% |
Q2 2022 | $3,732,000 | – | 174,077 | – | 0.40% | – |
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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% |