DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,757,000 | -3.8% | 1,099,434 | -0.4% | 0.05% | -7.8% |
| Q2 2023 | $25,741,000 | -6.7% | 1,104,096 | -7.8% | 0.05% | -15.0% |
| Q1 2023 | $27,602,000 | +119.9% | 1,196,968 | +106.0% | 0.06% | +106.9% |
| Q4 2022 | $12,550,000 | +15.9% | 580,984 | +1.3% | 0.03% | 0.0% |
| Q3 2022 | $10,830,000 | -14.3% | 573,644 | -2.6% | 0.03% | -12.1% |
| Q2 2022 | $12,630,000 | -15.8% | 589,151 | -2.1% | 0.03% | 0.0% |
| Q1 2022 | $15,008,000 | -6.2% | 601,510 | -1.8% | 0.03% | -5.7% |
| Q4 2021 | $15,994,000 | +19.2% | 612,572 | +18.0% | 0.04% | -2.8% |
| Q3 2021 | $13,423,000 | – | 518,919 | – | 0.04% | – |
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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% |