DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,987,985 | -3.8% | 4,217,939 | -0.4% | 5.08% | -4.6% |
| Q2 2023 | $98,762,455 | +0.5% | 4,236,914 | -0.6% | 5.33% | -3.6% |
| Q1 2023 | $98,301,942 | +6.0% | 4,262,877 | -0.7% | 5.53% | +1.1% |
| Q4 2022 | $92,697,500 | +16.4% | 4,291,551 | +1.8% | 5.47% | +2.9% |
| Q3 2022 | $79,636,000 | -12.3% | 4,215,786 | -0.5% | 5.31% | -7.2% |
| Q2 2022 | $90,850,000 | -14.9% | 4,237,396 | -1.0% | 5.72% | -17.6% |
| Q1 2022 | $106,772,000 | -4.6% | 4,279,452 | -0.1% | 6.94% | -2.1% |
| Q4 2021 | $111,864,000 | +0.0% | 4,284,346 | -0.9% | 7.09% | -8.2% |
| Q3 2021 | $111,854,000 | – | 4,322,043 | – | 7.73% | – |
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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% |