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 | $459,865 | -1.2% | 20,420 | +2.3% | 0.15% | +10.4% |
Q2 2023 | $465,500 | +3.7% | 19,970 | +2.6% | 0.14% | +13.4% |
Q1 2023 | $449,018 | +9.6% | 19,472 | +2.7% | 0.12% | +8.2% |
Q4 2022 | $409,716 | +21.2% | 18,968 | +5.9% | 0.11% | +10.0% |
Q3 2022 | $338,000 | -7.7% | 17,917 | +5.0% | 0.10% | -2.0% |
Q2 2022 | $366,000 | -3.2% | 17,057 | +12.6% | 0.10% | +9.7% |
Q1 2022 | $378,000 | +29.9% | 15,145 | +36.0% | 0.09% | +36.8% |
Q4 2021 | $291,000 | – | 11,140 | – | 0.07% | – |
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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% |