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 | $5,680,970 | +11.1% | 252,263 | +15.0% | 0.81% | +13.3% |
| Q2 2023 | $5,114,754 | +2.1% | 219,423 | +1.0% | 0.71% | -2.2% |
| Q1 2023 | $5,009,026 | +16.4% | 217,217 | +9.0% | 0.73% | +8.3% |
| Q4 2022 | $4,302,900 | +18.9% | 199,208 | +4.0% | 0.67% | +2.6% |
| Q3 2022 | $3,619,000 | -7.4% | 191,584 | +5.0% | 0.66% | -4.1% |
| Q2 2022 | $3,910,000 | -25.5% | 182,390 | -9.3% | 0.68% | -13.7% |
| Q4 2021 | $5,251,000 | +1.9% | 201,111 | +1.0% | 0.79% | -5.5% |
| Q3 2021 | $5,152,000 | – | 199,071 | – | 0.84% | – |
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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% |