DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,385,784 | +4.7% | 2,015,355 | +7.2% | 15.74% | -4.9% |
| Q1 2023 | $43,332,649 | +14.8% | 1,879,126 | +7.6% | 16.55% | +2.0% |
| Q4 2022 | $37,731,414 | +63.4% | 1,746,825 | +42.9% | 16.23% | +28.1% |
| Q3 2022 | $23,090,000 | +11.0% | 1,222,344 | +24.9% | 12.67% | +10.6% |
| Q2 2022 | $20,801,000 | +2.0% | 978,426 | +25.3% | 11.46% | +8.1% |
| Q4 2021 | $20,393,000 | +3.4% | 781,030 | +1.4% | 10.60% | -2.4% |
| Q3 2021 | $19,731,000 | – | 770,457 | – | 10.86% | – |
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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% |