DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,344,442 | -7.4% | 414,940 | -4.2% | 2.00% | -2.4% |
| Q2 2023 | $10,095,299 | -1.6% | 433,089 | -8.8% | 2.05% | -3.0% |
| Q1 2023 | $10,257,109 | 0.0% | 474,866 | 0.0% | 2.11% | 0.0% |
| Q4 2022 | $10,257,109 | +11.8% | 474,866 | -2.2% | 2.11% | -3.3% |
| Q3 2022 | $9,176,000 | -13.3% | 485,739 | -1.6% | 2.18% | -9.5% |
| Q2 2022 | $10,585,000 | -20.9% | 493,698 | -8.0% | 2.41% | -18.0% |
| Q1 2022 | $13,387,000 | -4.9% | 536,561 | -0.4% | 2.94% | -4.6% |
| Q4 2021 | $14,072,000 | +10.8% | 538,956 | +9.8% | 3.08% | +8.1% |
| Q3 2021 | $12,701,000 | – | 490,781 | – | 2.85% | – |
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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% |