DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,736,240 | -2.8% | 121,503 | +0.6% | 1.54% | -1.1% |
| Q2 2023 | $2,815,941 | +1.3% | 120,804 | +0.2% | 1.56% | -6.0% |
| Q1 2023 | $2,779,039 | +5.8% | 120,513 | -0.9% | 1.66% | -2.1% |
| Q4 2022 | $2,627,867 | +10.6% | 121,660 | -3.3% | 1.69% | -2.0% |
| Q3 2022 | $2,377,000 | -13.7% | 125,840 | -2.0% | 1.73% | -14.6% |
| Q2 2022 | $2,753,000 | -13.9% | 128,406 | +0.1% | 2.02% | +0.1% |
| Q1 2022 | $3,199,000 | -3.2% | 128,232 | +1.3% | 2.02% | +2.6% |
| Q4 2021 | $3,305,000 | +1.5% | 126,578 | +0.6% | 1.97% | -6.2% |
| Q3 2021 | $3,257,000 | – | 125,852 | – | 2.10% | – |
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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% |