DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,393,522 | -13.2% | 61,879 | -10.1% | 0.47% | -10.8% |
| Q2 2023 | $1,604,554 | +40.8% | 68,835 | +39.3% | 0.53% | +28.4% |
| Q1 2023 | $1,139,429 | +7.0% | 49,411 | +0.2% | 0.41% | -1.4% |
| Q4 2022 | $1,064,744 | +20.3% | 49,294 | +5.2% | 0.42% | +6.6% |
| Q3 2022 | $885,000 | -18.1% | 46,846 | -7.1% | 0.39% | -9.7% |
| Q2 2022 | $1,081,000 | -14.7% | 50,435 | -0.7% | 0.43% | +1.4% |
| Q1 2022 | $1,267,000 | +9.9% | 50,793 | +15.1% | 0.43% | +9.7% |
| Q4 2021 | $1,153,000 | +5.5% | 44,147 | +4.5% | 0.39% | -2.5% |
| Q3 2021 | $1,093,000 | – | 42,227 | – | 0.40% | – |
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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% |