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 | $1,477,150 | -0.4% | 65,593 | +3.1% | 0.99% | +2.4% |
| Q2 2023 | $1,483,475 | +12.1% | 63,641 | +10.9% | 0.97% | +5.7% |
| Q1 2023 | $1,323,216 | +64.7% | 57,381 | +54.2% | 0.92% | +54.7% |
| Q4 2022 | $803,602 | +70.3% | 37,204 | +48.8% | 0.59% | +61.7% |
| Q3 2022 | $472,000 | – | 24,995 | – | 0.37% | – |
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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% |