DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,212,145 | -2.7% | 2,806,934 | +0.7% | 4.99% | +2.2% |
| Q2 2023 | $64,944,943 | +3.6% | 2,786,141 | +2.5% | 4.88% | -1.6% |
| Q1 2023 | $62,711,086 | +8.0% | 2,719,475 | +1.2% | 4.96% | +1.0% |
| Q4 2022 | $58,041,211 | +20.3% | 2,687,093 | +5.2% | 4.91% | +10.3% |
| Q3 2022 | $48,242,000 | +47.4% | 2,553,853 | +67.3% | 4.45% | +59.8% |
| Q2 2022 | $32,724,000 | -28.7% | 1,526,328 | -17.0% | 2.78% | -16.4% |
| Q1 2022 | $45,870,000 | -15.6% | 1,838,495 | -11.6% | 3.33% | -15.3% |
| Q4 2021 | $54,331,000 | +6.4% | 2,080,836 | +5.5% | 3.93% | -1.7% |
| Q3 2021 | $51,047,000 | – | 1,972,444 | – | 4.00% | – |
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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% |