DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,176,790 | +39.8% | 629,520 | +44.7% | 0.14% | +36.3% |
| Q2 2023 | $10,138,148 | -10.3% | 434,927 | -11.3% | 0.10% | -17.1% |
| Q1 2023 | $11,305,756 | -7.9% | 490,276 | -13.8% | 0.12% | +12.8% |
| Q4 2022 | $12,279,730 | -99.9% | 568,506 | -64.3% | 0.11% | -32.3% |
| Q3 2022 | $15,052,037,000 | +108594.7% | 1,592,086 | +146.5% | 0.16% | +13.4% |
| Q2 2022 | $13,848,000 | -11.4% | 645,877 | +3.1% | 0.14% | -12.9% |
| Q1 2022 | $15,626,000 | +2.4% | 626,289 | +7.2% | 0.16% | +5.8% |
| Q4 2021 | $15,253,000 | -4.4% | 584,166 | -5.2% | 0.15% | -3.1% |
| Q3 2021 | $15,949,000 | – | 616,268 | – | 0.16% | – |
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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% |