DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,697,906 | -0.8% | 4,205,058 | +2.7% | 0.03% | +3.1% |
| Q2 2023 | $95,476,035 | +55.4% | 4,095,926 | +53.7% | 0.03% | +45.5% |
| Q1 2023 | $61,437,282 | +16.0% | 2,664,236 | +8.6% | 0.02% | +10.0% |
| Q4 2022 | $52,981,906 | +16.1% | 2,452,866 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $45,647,000 | +5.0% | 2,416,487 | +19.2% | 0.02% | +11.1% |
| Q2 2022 | $43,456,000 | -15.2% | 2,026,854 | -1.4% | 0.02% | +5.9% |
| Q1 2022 | $51,267,000 | +1.2% | 2,054,771 | +5.9% | 0.02% | +13.3% |
| Q4 2021 | $50,646,000 | +0.5% | 1,939,712 | -0.4% | 0.02% | -6.2% |
| Q3 2021 | $50,410,000 | – | 1,947,829 | – | 0.02% | – |
Download | ||||||
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% |