DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,362,849 | -10.4% | 104,922 | -7.2% | 0.20% | -11.1% |
| Q2 2023 | $2,636,493 | +5.3% | 113,106 | +4.2% | 0.22% | -3.4% |
| Q1 2023 | $2,504,141 | +34.7% | 108,592 | +26.2% | 0.23% | +22.6% |
| Q4 2022 | $1,858,730 | -10.2% | 86,052 | -21.5% | 0.19% | +59.7% |
| Q3 2022 | $2,070,000 | +154.6% | 109,618 | +189.4% | 0.12% | +153.2% |
| Q2 2022 | $813,000 | +77.5% | 37,880 | +115.2% | 0.05% | +4.4% |
| Q4 2021 | $458,000 | – | 17,599 | – | 0.04% | – |
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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% |