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 | $8,133,030 | -5.6% | 361,147 | -2.3% | 0.14% | +5.1% |
| Q2 2023 | $8,617,567 | -6.7% | 369,694 | -7.7% | 0.14% | -16.5% |
| Q1 2023 | $9,235,333 | +8.7% | 400,491 | +1.8% | 0.16% | 0.0% |
| Q4 2022 | $8,498,390 | -10.5% | 393,444 | -21.7% | 0.16% | -19.6% |
| Q3 2022 | $9,494,000 | -18.6% | 502,602 | -7.7% | 0.20% | -23.3% |
| Q2 2022 | $11,669,000 | +6.7% | 544,249 | +24.2% | 0.27% | +23.1% |
| Q1 2022 | $10,934,000 | -0.7% | 438,256 | +3.9% | 0.22% | 0.0% |
| Q4 2021 | $11,016,000 | +9.8% | 421,917 | +8.9% | 0.22% | -10.4% |
| Q3 2021 | $10,031,000 | – | 387,595 | – | 0.24% | – |
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% |