DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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 | 3,529,524 | $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% |