DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,763,672 | -9.1% | 80,717 | -3.0% | 0.09% | -6.3% |
Q2 2023 | $1,939,400 | +2.0% | 83,200 | +1.4% | 0.10% | -5.9% |
Q1 2023 | $1,901,809 | +27.3% | 82,081 | +18.7% | 0.10% | -1.9% |
Q4 2022 | $1,493,718 | +35.2% | 69,154 | +23.0% | 0.10% | +22.6% |
Q3 2022 | $1,105,000 | -9.6% | 56,209 | -1.4% | 0.08% | -14.3% |
Q2 2022 | $1,223,000 | -4.1% | 57,022 | +3.8% | 0.10% | -2.0% |
Q1 2022 | $1,275,000 | +1301.1% | 54,915 | +1454.8% | 0.10% | +1011.1% |
Q3 2021 | $91,000 | – | 3,532 | – | 0.01% | – |
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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% |