DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,592,991 | -3.4% | 203,952 | 0.0% | 0.51% | -3.4% |
| Q2 2023 | $4,754,112 | +2.0% | 203,952 | +1.0% | 0.52% | -10.6% |
| Q1 2023 | $4,658,665 | +6.2% | 202,024 | -0.5% | 0.59% | -15.9% |
| Q4 2022 | $4,386,606 | +15.7% | 203,084 | +1.2% | 0.70% | -20.4% |
| Q3 2022 | $3,790,000 | -15.8% | 200,618 | -4.4% | 0.88% | -16.6% |
| Q2 2022 | $4,499,000 | -14.9% | 209,837 | -1.0% | 1.05% | -13.6% |
| Q1 2022 | $5,287,000 | -4.7% | 211,923 | -0.3% | 1.22% | -0.7% |
| Q4 2021 | $5,548,000 | +1.3% | 212,473 | +0.4% | 1.22% | -20.3% |
| Q3 2021 | $5,477,000 | – | 211,616 | – | 1.54% | – |
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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% |