Global Retirement Partners, LLC - DIMENSIONAL ETF TRUST ownership

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
Global Retirement Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
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$91,0003,5320.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Geometric Wealth Advisors 3,529,524$75,673,00037.76%
MONOGRAPH WEALTH ADVISORS, LLC 4,495,524$96,384,00027.97%
Planning Center, Inc. 1,367,635$28,570,00022.51%
BAKER BOYER NATIONAL BANK 1,727,919$37,029,00018.78%
ShankerValleau Wealth Advisors, Inc. 1,299,491$27,861,00018.13%
Morton Capital Management LLC/CA 1,813,824$38,888,38516.94%
VANCE WEALTH, INC. 933,746$20,020,00015.48%
Greenspring Advisors, LLC 2,145,127$45,991,00013.52%
Shearwater Capital LLC 557,434$12,057,00012.99%
New Capital Management LP 978,426$20,801,00011.46%
View complete list of DIMENSIONAL ETF TRUST shareholders