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 | $6,434,160 | -5.9% | 285,709 | -2.6% | 2.32% | -5.2% |
| Q2 2023 | $6,838,704 | +1.4% | 293,381 | +0.3% | 2.45% | -2.4% |
| Q1 2023 | $6,743,379 | +6.6% | 292,428 | -0.2% | 2.51% | -2.1% |
| Q4 2022 | $6,327,699 | +10.1% | 292,949 | -3.7% | 2.56% | +2.2% |
| Q3 2022 | $5,747,000 | -18.6% | 304,236 | -7.6% | 2.50% | -17.2% |
| Q2 2022 | $7,057,000 | -7.8% | 329,133 | +12.3% | 3.02% | -6.5% |
| Q4 2021 | $7,654,000 | +3.8% | 293,158 | +2.9% | 3.23% | -8.0% |
| Q3 2021 | $7,374,000 | – | 284,920 | – | 3.52% | – |
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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% |