DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,051 | -3.4% | 4,709 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $109,772 | +1.1% | 4,709 | 0.0% | 0.04% | -4.5% |
| Q1 2023 | $108,594 | +6.8% | 4,709 | 0.0% | 0.04% | -12.0% |
| Q4 2022 | $101,719 | -97.9% | 4,709 | -98.2% | 0.05% | -98.0% |
| Q3 2022 | $4,947,000 | -11.9% | 261,881 | 0.0% | 2.46% | -4.3% |
| Q2 2022 | $5,615,000 | -14.1% | 261,881 | 0.0% | 2.57% | -2.7% |
| Q1 2022 | $6,534,000 | -4.4% | 261,881 | +0.0% | 2.64% | -4.3% |
| Q4 2021 | $6,838,000 | -27.9% | 261,878 | -28.5% | 2.76% | -34.5% |
| Q3 2021 | $9,484,000 | – | 366,460 | – | 4.22% | – |
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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% |