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 | $259,089,834 | -3.5% | 11,504,877 | -0.1% | 3.67% | -4.0% |
| Q2 2023 | $268,368,892 | +11.5% | 11,513,037 | +3.3% | 3.82% | -12.7% |
| Q1 2023 | $240,703,496 | 0.0% | 11,143,680 | 0.0% | 4.38% | +0.0% |
| Q4 2022 | $240,703,496 | +20.6% | 11,143,680 | +5.5% | 4.37% | +7.3% |
| Q3 2022 | $199,595,000 | -12.8% | 10,566,170 | -1.0% | 4.08% | -9.8% |
| Q2 2022 | $228,817,000 | -14.4% | 10,672,425 | -0.4% | 4.52% | -14.2% |
| Q1 2022 | $267,274,000 | -5.5% | 10,712,374 | -1.2% | 5.27% | -3.7% |
| Q4 2021 | $282,979,000 | +1.7% | 10,837,956 | +0.8% | 5.47% | -4.1% |
| Q3 2021 | $278,287,000 | – | 10,752,987 | – | 5.70% | – |
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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% |