DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,881,922 | -1.8% | 7,143,958 | +1.6% | 0.11% | -3.4% |
| Q2 2023 | $163,909,435 | +0.8% | 7,031,722 | -0.3% | 0.12% | -7.9% |
| Q1 2023 | $162,634,691 | +8.5% | 7,052,675 | +1.7% | 0.13% | -0.8% |
| Q4 2022 | $149,841,117 | +14.8% | 6,937,089 | +0.4% | 0.13% | +1.6% |
| Q3 2022 | $130,556,000 | -9.0% | 6,911,355 | +3.3% | 0.13% | -7.4% |
| Q2 2022 | $143,431,000 | +2.6% | 6,689,882 | +24.9% | 0.14% | +16.2% |
| Q4 2021 | $139,809,000 | +27.6% | 5,354,596 | +26.5% | 0.12% | +13.6% |
| Q3 2021 | $109,547,000 | – | 4,232,890 | – | 0.10% | – |
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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% |