DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,670,431 | -4.0% | 3,937,408 | -0.6% | 8.37% | +0.7% |
| Q2 2023 | $92,357,605 | +3.1% | 3,962,145 | +2.0% | 8.31% | -1.6% |
| Q1 2023 | $89,537,510 | +7.5% | 3,882,806 | +0.7% | 8.44% | +3.6% |
| Q4 2022 | $83,307,447 | +14.7% | 3,856,826 | +0.3% | 8.15% | +2.4% |
| Q3 2022 | $72,612,000 | -11.3% | 3,843,923 | +0.7% | 7.96% | -7.8% |
| Q2 2022 | $81,835,000 | -13.2% | 3,816,949 | +1.0% | 8.64% | -2.9% |
| Q1 2022 | $94,318,000 | +4.5% | 3,780,283 | +9.4% | 8.90% | +4.6% |
| Q4 2021 | $90,233,000 | +0.3% | 3,455,885 | -0.6% | 8.51% | -7.9% |
| Q3 2021 | $89,952,000 | – | 3,475,724 | – | 9.23% | – |
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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% |