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 | $783,629 | -5.0% | 34,797 | -1.7% | 0.28% | -5.1% |
| Q2 2023 | $824,831 | +1.9% | 35,385 | +0.8% | 0.29% | -8.2% |
| Q1 2023 | $809,179 | +6.8% | 35,090 | +0.1% | 0.32% | -3.6% |
| Q4 2022 | $757,343 | -10.5% | 35,062 | -21.7% | 0.33% | -22.7% |
| Q3 2022 | $846,000 | -11.4% | 44,801 | +0.5% | 0.43% | -11.4% |
| Q2 2022 | $955,000 | -13.2% | 44,558 | +1.1% | 0.48% | -0.6% |
| Q1 2022 | $1,100,000 | – | 44,089 | – | 0.49% | – |
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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% |