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 | $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 | 3,619,808 | $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% |