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 | $3,144,745 | -1.6% | 139,642 | +1.9% | 0.29% | +2.4% |
| Q2 2023 | $3,195,340 | +10.8% | 137,080 | +9.6% | 0.29% | +5.5% |
| Q1 2023 | $2,882,970 | +8.7% | 125,020 | +1.8% | 0.27% | -0.4% |
| Q4 2022 | $2,651,692 | -99.9% | 122,763 | -13.5% | 0.27% | -8.4% |
| Q3 2022 | $2,679,504,000 | -16.0% | 141,847 | -4.7% | 0.30% | -15.4% |
| Q2 2022 | $3,191,342,000 | -14.9% | 148,849 | -1.0% | 0.35% | -1.4% |
| Q1 2022 | $3,750,162,000 | -0.6% | 150,307 | +4.0% | 0.36% | +1.4% |
| Q4 2021 | $3,772,477,000 | +0.1% | 144,484 | -3.6% | 0.35% | -1.7% |
| Q3 2021 | $3,770,383,000 | – | 149,954 | – | 0.36% | – |
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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% |