DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,782 | -1.4% | 16,953 | +2.0% | 0.01% | -6.7% |
| Q2 2023 | $387,343 | -9.1% | 16,617 | -10.1% | 0.02% | -16.7% |
| Q1 2023 | $426,288 | +2.3% | 18,486 | -4.1% | 0.02% | -10.0% |
| Q4 2022 | $416,578 | -26.0% | 19,286 | -35.3% | 0.02% | -33.3% |
| Q3 2022 | $563,000 | -10.8% | 29,818 | +1.3% | 0.03% | -9.1% |
| Q2 2022 | $631,000 | -14.3% | 29,441 | -0.2% | 0.03% | -2.9% |
| Q1 2022 | $736,000 | -4.9% | 29,500 | -0.5% | 0.03% | -2.9% |
| Q4 2021 | $774,000 | – | 29,646 | – | 0.04% | – |
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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% |