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 | $6,270,514 | -2.4% | 278,442 | +1.0% | 0.93% | +2.6% |
| Q2 2023 | $6,423,071 | +0.4% | 275,550 | -0.7% | 0.91% | -7.8% |
| Q1 2023 | $6,398,735 | +108592.6% | 277,482 | +1.8% | 0.99% | +1.0% |
| Q4 2022 | $5,887 | -99.7% | 272,544 | +190.3% | 0.98% | +184.0% |
| Q3 2022 | $1,773,000 | -10.8% | 93,878 | +1.3% | 0.34% | -6.8% |
| Q2 2022 | $1,988,000 | -11.2% | 92,712 | +3.3% | 0.37% | -18.0% |
| Q1 2022 | $2,239,000 | -5.0% | 89,727 | -0.7% | 0.45% | -7.6% |
| Q4 2021 | $2,358,000 | +1.6% | 90,317 | +0.7% | 0.49% | -5.3% |
| Q3 2021 | $2,321,000 | – | 89,694 | – | 0.51% | – |
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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% |