DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,291,763 | -4.8% | 1,078,675 | -1.5% | 5.06% | -3.5% |
| Q2 2023 | $25,520,921 | -0.7% | 1,094,849 | -1.8% | 5.24% | -6.4% |
| Q1 2023 | $25,707,695 | +5.8% | 1,114,818 | -0.9% | 5.60% | -0.5% |
| Q4 2022 | $24,307,980 | +16.8% | 1,125,369 | +2.2% | 5.62% | +8.0% |
| Q3 2022 | $20,806,000 | -16.5% | 1,101,408 | -5.2% | 5.21% | -12.0% |
| Q2 2022 | $24,914,000 | -13.5% | 1,162,035 | +0.7% | 5.92% | -2.3% |
| Q1 2022 | $28,787,000 | -2.3% | 1,153,763 | +2.2% | 6.06% | +2.6% |
| Q4 2021 | $29,465,000 | -1.8% | 1,128,477 | -2.6% | 5.90% | -9.0% |
| Q3 2021 | $29,994,000 | – | 1,158,977 | – | 6.49% | – |
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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% |