DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,087 | -3.4% | 21,629 | +0.0% | 0.21% | -2.7% |
| Q2 2023 | $504,064 | -2.1% | 21,624 | -3.2% | 0.22% | -7.2% |
| Q1 2023 | $515,134 | +6.8% | 22,339 | +0.0% | 0.24% | +1.3% |
| Q4 2022 | $482,499 | +6.5% | 22,338 | -6.9% | 0.23% | -1.7% |
| Q3 2022 | $453,000 | -11.9% | 24,002 | +0.1% | 0.24% | -5.2% |
| Q2 2022 | $514,000 | -13.8% | 23,980 | +1.3% | 0.25% | -17.7% |
| Q1 2022 | $596,000 | +2.4% | 23,673 | +6.2% | 0.30% | +131.1% |
| Q4 2021 | $582,000 | -8.8% | 22,300 | -9.5% | 0.13% | -10.8% |
| Q3 2021 | $638,000 | – | 24,637 | – | 0.15% | – |
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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% |