DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,056,071 | -8.0% | 650,142 | +0.4% | 0.76% | -4.5% |
| Q2 2023 | $15,277,644 | -0.0% | 647,358 | -0.6% | 0.79% | -11.0% |
| Q1 2023 | $15,282,677 | +0.4% | 651,436 | -0.5% | 0.89% | -4.3% |
| Q4 2022 | $15,222,529 | +10.8% | 654,732 | -2.7% | 0.93% | -4.9% |
| Q3 2022 | $13,734,000 | +44.7% | 673,224 | +57.2% | 0.98% | +42.6% |
| Q2 2022 | $9,492,000 | -28.7% | 428,333 | -27.0% | 0.69% | -32.4% |
| Q1 2022 | $13,304,000 | -15.8% | 586,617 | -5.0% | 1.02% | -9.2% |
| Q4 2021 | $15,794,000 | +26.7% | 617,426 | +32.0% | 1.12% | +28.0% |
| Q3 2021 | $12,463,000 | – | 467,657 | – | 0.87% | – |
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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% |