DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 1 filers reported holding DIMENSIONAL ETF TRUST in Q1 2010. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,944 | -9.6% | 11,676 | -6.5% | 0.29% | -6.8% |
| Q2 2023 | $291,002 | -20.9% | 12,484 | -26.7% | 0.31% | -28.2% |
| Q4 2022 | $367,740 | -64.3% | 17,025 | -68.7% | 0.43% | -67.8% |
| Q3 2022 | $1,029,000 | -12.2% | 54,477 | -0.3% | 1.33% | -7.2% |
| Q2 2022 | $1,172,000 | -19.6% | 54,664 | -2.1% | 1.44% | -7.4% |
| Q4 2021 | $1,458,000 | +1.4% | 55,834 | +0.5% | 1.55% | -3.1% |
| Q3 2021 | $1,438,000 | +330.0% | 55,567 | +283.2% | 1.60% | +326.9% |
| Q1 2010 | $334,416 | – | 14,502 | – | 0.38% | – |
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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% |