DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $776,039 | -3.1% | 34,460 | +0.3% | 0.22% | -2.2% |
| Q2 2023 | $801,002 | +3.1% | 34,363 | +2.0% | 0.22% | -1.3% |
| Q1 2023 | $776,822 | +6.2% | 33,687 | -0.5% | 0.23% | -3.0% |
| Q4 2022 | $731,527 | -14.6% | 33,867 | -25.3% | 0.23% | -32.3% |
| Q3 2022 | $857,000 | +2.8% | 45,363 | +16.7% | 0.34% | +7.8% |
| Q2 2022 | $834,000 | -0.5% | 38,880 | +15.8% | 0.32% | +25.6% |
| Q1 2022 | $838,000 | -3.8% | 33,584 | +0.7% | 0.25% | +4.1% |
| Q4 2021 | $871,000 | +10.7% | 33,343 | +9.7% | 0.24% | +2.1% |
| Q3 2021 | $787,000 | – | 30,405 | – | 0.24% | – |
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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% |