DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,272,513 | -3.9% | 189,721 | -0.5% | 0.26% | +2.0% |
| Q2 2023 | $4,444,427 | +1.3% | 190,666 | +0.2% | 0.26% | -3.0% |
| Q1 2023 | $4,385,800 | -3.8% | 190,191 | -9.9% | 0.26% | -10.2% |
| Q4 2022 | $4,558,697 | +8.2% | 211,051 | -5.4% | 0.29% | +2.8% |
| Q3 2022 | $4,213,000 | -4.7% | 223,022 | +8.1% | 0.29% | -0.7% |
| Q2 2022 | $4,423,000 | -8.8% | 206,293 | +6.1% | 0.29% | +1.4% |
| Q1 2022 | $4,851,000 | +1.2% | 194,405 | +5.9% | 0.28% | +0.4% |
| Q4 2021 | $4,794,000 | +6.4% | 183,610 | +5.4% | 0.28% | -5.4% |
| Q3 2021 | $4,507,000 | – | 174,140 | – | 0.30% | – |
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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% |