DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,094,818 | -0.8% | 48,615 | +2.7% | 0.10% | +1.0% |
| Q2 2023 | $1,103,724 | -0.4% | 47,350 | -1.5% | 0.10% | +6.5% |
| Q1 2023 | $1,108,252 | +14.5% | 48,059 | +7.2% | 0.09% | +1.1% |
| Q4 2022 | $968,105 | +139.0% | 44,820 | +108.9% | 0.09% | +91.7% |
| Q3 2022 | $405,000 | -12.0% | 21,458 | +0.1% | 0.05% | -9.4% |
| Q2 2022 | $460,000 | -30.3% | 21,435 | -18.9% | 0.05% | -20.9% |
| Q1 2022 | $660,000 | -4.3% | 26,437 | +0.0% | 0.07% | -4.3% |
| Q4 2021 | $690,000 | +0.9% | 26,436 | +0.1% | 0.07% | +2.9% |
| Q3 2021 | $684,000 | – | 26,417 | – | 0.07% | – |
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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% |