DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,647,550 | +0.1% | 1,138,879 | +3.6% | 5.24% | +1.9% |
| Q2 2023 | $25,617,658 | +2.0% | 1,098,999 | +0.9% | 5.15% | -0.9% |
| Q1 2023 | $25,118,108 | +8.7% | 1,089,250 | +1.8% | 5.19% | +1.6% |
| Q4 2022 | $23,113,145 | +9.7% | 1,070,053 | -4.1% | 5.11% | +4.5% |
| Q3 2022 | $21,074,000 | -1.6% | 1,115,591 | +11.7% | 4.89% | +2.9% |
| Q2 2022 | $21,415,000 | -13.5% | 998,833 | +0.7% | 4.75% | -1.1% |
| Q1 2022 | $24,753,000 | -3.6% | 992,110 | +0.8% | 4.81% | +1.0% |
| Q4 2021 | $25,688,000 | – | 983,854 | – | 4.76% | – |
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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% |