DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,138,828 | +8.5% | 1,693,540 | +12.3% | 0.06% | -11.1% |
| Q2 2023 | $35,163,145 | -6.0% | 1,508,489 | -7.0% | 0.06% | -10.0% |
| Q1 2023 | $37,402,133 | +7.1% | 1,621,932 | +0.3% | 0.07% | -1.4% |
| Q4 2022 | $34,920,473 | +96.9% | 1,616,653 | +72.3% | 0.07% | +73.2% |
| Q3 2022 | $17,731,000 | -8.9% | 938,542 | +3.4% | 0.04% | -4.7% |
| Q2 2022 | $19,457,000 | +1561.6% | 907,509 | +1834.1% | 0.04% | +2050.0% |
| Q1 2022 | $1,171,000 | -94.9% | 46,921 | -94.6% | 0.00% | -95.3% |
| Q4 2021 | $22,879,000 | +1.0% | 876,185 | +0.1% | 0.04% | -8.5% |
| Q3 2021 | $22,646,000 | – | 875,040 | – | 0.05% | – |
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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% |