DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,748,657 | -4.3% | 299,674 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $7,048,372 | +4.8% | 302,375 | +3.7% | 0.01% | -10.0% |
| Q1 2023 | $6,726,916 | -2.5% | 291,714 | -8.7% | 0.01% | 0.0% |
| Q4 2022 | $6,902,878 | +63.4% | 319,578 | +42.9% | 0.01% | +42.9% |
| Q3 2022 | $4,225,000 | -11.3% | 223,662 | +0.7% | 0.01% | -12.5% |
| Q2 2022 | $4,763,000 | -14.5% | 222,138 | -0.5% | 0.01% | -11.1% |
| Q1 2022 | $5,569,000 | -4.3% | 223,188 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $5,820,000 | -0.1% | 222,890 | -1.0% | 0.01% | -10.0% |
| Q3 2021 | $5,828,000 | – | 225,201 | – | 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% |