DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,855,119 | +4.0% | 3,634,774 | +7.7% | 0.70% | +5.1% |
| Q2 2023 | $78,693,324 | +10.3% | 3,375,947 | +9.1% | 0.67% | -6.8% |
| Q1 2023 | $71,336,510 | +16.5% | 3,093,517 | +9.1% | 0.72% | +5.6% |
| Q4 2022 | $61,230,829 | +26.6% | 2,834,761 | +10.7% | 0.68% | +11.0% |
| Q3 2022 | $48,362,000 | +3.0% | 2,560,204 | +16.9% | 0.61% | -5.0% |
| Q2 2022 | $46,975,000 | +20.4% | 2,190,985 | +40.1% | 0.64% | +29.1% |
| Q1 2022 | $39,021,000 | +2.4% | 1,563,956 | +7.1% | 0.50% | -7.8% |
| Q4 2021 | $38,125,000 | +46.8% | 1,460,176 | +45.5% | 0.54% | +24.7% |
| Q3 2021 | $25,969,000 | – | 1,003,454 | – | 0.43% | – |
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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% |