DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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 | 3,529,524 | $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% |