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 | $1,058,869 | -28.1% | 47,019 | -25.6% | 0.55% | -29.2% |
| Q2 2023 | $1,472,958 | +31.9% | 63,190 | +30.5% | 0.77% | +15.9% |
| Q1 2023 | $1,117,003 | +6.8% | 48,439 | +0.0% | 0.67% | -2.2% |
| Q4 2022 | $1,045,955 | -2.9% | 48,424 | -15.0% | 0.68% | -41.1% |
| Q3 2022 | $1,077,000 | -14.0% | 57,001 | -2.4% | 1.16% | -8.6% |
| Q2 2022 | $1,253,000 | -33.2% | 58,420 | -22.3% | 1.27% | -22.8% |
| Q1 2022 | $1,875,000 | +14.9% | 75,163 | +20.3% | 1.64% | +17.9% |
| Q4 2021 | $1,632,000 | – | 62,491 | – | 1.39% | – |
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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% |