DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,431,122 | -3.4% | 640,814 | -0.1% | 6.03% | -2.3% |
| Q2 2023 | $14,946,714 | +0.1% | 641,215 | -0.9% | 6.17% | -5.1% |
| Q1 2023 | $14,924,895 | +10.6% | 647,220 | -0.4% | 6.50% | -2.5% |
| Q4 2022 | $13,495,763 | +9.9% | 649,945 | 0.0% | 6.67% | +4.0% |
| Q3 2022 | $12,277,000 | -9.9% | 649,945 | +5.5% | 6.41% | -7.9% |
| Q2 2022 | $13,622,000 | -11.5% | 616,088 | 0.0% | 6.96% | -7.6% |
| Q1 2022 | $15,395,000 | -4.3% | 616,088 | 0.0% | 7.54% | -7.6% |
| Q4 2021 | $16,086,000 | +4.3% | 616,088 | +3.4% | 8.15% | -3.0% |
| Q3 2021 | $15,418,000 | – | 595,758 | – | 8.41% | – |
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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% |