DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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% | – |
Download | ||||||
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% |