DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,439,277 | -13.0% | 108,316 | -9.9% | 0.42% | -10.4% |
| Q2 2023 | $2,803,628 | +8.2% | 120,276 | +7.0% | 0.46% | +0.9% |
| Q1 2023 | $2,591,045 | +12.6% | 112,361 | +5.4% | 0.46% | +5.5% |
| Q4 2022 | $2,301,887 | +6.6% | 106,569 | -6.7% | 0.44% | -3.8% |
| Q3 2022 | $2,159,000 | -2.4% | 114,269 | +10.8% | 0.45% | +4.6% |
| Q2 2022 | $2,211,000 | -17.7% | 103,119 | -4.2% | 0.43% | -5.3% |
| Q1 2022 | $2,686,000 | +6.4% | 107,666 | +11.4% | 0.46% | +2.9% |
| Q4 2021 | $2,524,000 | +8.0% | 96,681 | +7.0% | 0.44% | -2.4% |
| Q3 2021 | $2,338,000 | – | 90,342 | – | 0.45% | – |
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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% |