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 | $9,837,018 | +1.2% | 436,813 | +4.7% | 1.63% | +3.9% |
| Q2 2023 | $9,722,547 | +9.5% | 417,098 | +8.3% | 1.57% | -0.2% |
| Q1 2023 | $8,882,097 | +11.7% | 385,173 | +4.6% | 1.58% | +3.1% |
| Q4 2022 | $7,952,708 | +50.1% | 368,181 | +31.2% | 1.53% | +36.9% |
| Q3 2022 | $5,299,000 | -11.9% | 280,527 | -0.0% | 1.12% | -12.7% |
| Q2 2022 | $6,015,000 | +0.8% | 280,561 | +17.3% | 1.28% | +14.0% |
| Q1 2022 | $5,966,000 | +2.9% | 239,126 | +7.7% | 1.12% | +0.2% |
| Q4 2021 | $5,799,000 | +48.5% | 222,114 | +47.2% | 1.12% | +40.0% |
| Q3 2021 | $3,905,000 | – | 150,886 | – | 0.80% | – |
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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% |