Cerity Partners LLC - DIMENSIONAL ETF TRUST ownership

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
Cerity Partners LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$229,749
-58.6%
10,202
-57.2%
0.00%
-50.0%
Q2 2023$555,541
-3.1%
23,816
-4.1%
0.00%
+100.0%
Q1 2023$573,264
+4.2%
24,843
-2.4%
0.00%
-75.0%
Q4 2022$550,259
+20.1%
25,462
+5.0%
0.00%
-33.3%
Q3 2022$458,00024,2580.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 3,529,524$75,673,00037.76%
MONOGRAPH WEALTH ADVISORS, LLC 4,495,524$96,384,00027.97%
Planning Center, Inc. 1,367,635$28,570,00022.51%
BAKER BOYER NATIONAL BANK 1,727,919$37,029,00018.78%
ShankerValleau Wealth Advisors, Inc. 1,299,491$27,861,00018.13%
Morton Capital Management LLC/CA 1,813,824$38,888,38516.94%
VANCE WEALTH, INC. 933,746$20,020,00015.48%
Greenspring Advisors, LLC 2,145,127$45,991,00013.52%
Shearwater Capital LLC 557,434$12,057,00012.99%
New Capital Management LP 978,426$20,801,00011.46%
View complete list of DIMENSIONAL ETF TRUST shareholders