DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,060,621 | -2.4% | 47,097 | +1.0% | 0.04% | 0.0% |
| Q2 2023 | $1,086,597 | +1.6% | 46,615 | +0.5% | 0.04% | -10.3% |
| Q1 2023 | $1,069,961 | +1.5% | 46,399 | -4.9% | 0.04% | +2.6% |
| Q4 2022 | $1,054,141 | +13.8% | 48,803 | -0.5% | 0.04% | -5.0% |
| Q3 2022 | $926,000 | -8.0% | 49,027 | +4.4% | 0.04% | +29.0% |
| Q2 2022 | $1,007,000 | -9.3% | 46,982 | +5.6% | 0.03% | -53.7% |
| Q1 2022 | $1,110,000 | +0.2% | 44,498 | +4.9% | 0.07% | -38.5% |
| Q4 2021 | $1,108,000 | +0.9% | 42,438 | +0.0% | 0.11% | -5.2% |
| Q3 2021 | $1,098,000 | – | 42,437 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,619,808 | $94,513,000 | 45.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,132,499 | $107,900,000 | 27.16% |
| Planning Center, Inc. | 1,216,073 | $31,557,000 | 25.17% |
| BAKER BOYER NATIONAL BANK | 1,716,347 | $44,814,000 | 20.60% |
| ShankerValleau Wealth Advisors, Inc. | 1,313,849 | $34,305,000 | 19.71% |
| Morton Capital Management LLC/CA | 1,664,211 | $43,452,549 | 17.58% |
| BetterWealth, LLC | 775,203 | $20,241,000 | 14.19% |
| Greenspring Advisors, LLC | 2,053,758 | $53,623,000 | 13.81% |
| VANCE WEALTH, INC. | 506,169 | $13,216,000 | 12.97% |
| AWM CAPITAL, LLC | 614,301 | $16,039,000 | 12.19% |