DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,194,513 | +10.1% | 363,877 | +13.9% | 0.42% | +10.9% |
| Q2 2023 | $7,444,560 | +9.4% | 319,372 | +8.2% | 0.38% | -2.8% |
| Q1 2023 | $6,806,092 | +25.3% | 295,147 | +17.4% | 0.39% | +19.1% |
| Q4 2022 | $5,430,705 | +39.2% | 251,422 | +21.7% | 0.32% | +41.5% |
| Q3 2022 | $3,902,000 | -1.0% | 206,541 | +12.4% | 0.23% | +0.4% |
| Q2 2022 | $3,941,000 | -9.9% | 183,831 | +4.9% | 0.23% | +11.8% |
| Q1 2022 | $4,374,000 | +1334.1% | 175,320 | +1401.8% | 0.20% | +1357.1% |
| Q4 2021 | $305,000 | +51.7% | 11,674 | +50.4% | 0.01% | +40.0% |
| Q3 2021 | $201,000 | – | 7,760 | – | 0.01% | – |
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% |