DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,399 | -9.6% | 37,749 | 0.0% | 0.05% | +22.0% |
| Q2 2023 | $905,222 | +2.2% | 37,749 | 0.0% | 0.04% | -50.6% |
| Q1 2023 | $885,593 | -2.9% | 37,749 | -3.4% | 0.08% | -9.8% |
| Q4 2022 | $912,215 | +19.2% | 39,067 | -0.1% | 0.09% | +8.2% |
| Q3 2022 | $765,000 | -10.5% | 39,114 | -1.9% | 0.08% | -28.0% |
| Q2 2022 | $855,000 | -16.8% | 39,860 | -0.3% | 0.12% | -5.6% |
| Q4 2021 | $1,028,000 | -3.5% | 39,981 | 0.0% | 0.12% | +6.8% |
| Q3 2021 | $1,065,000 | – | 39,981 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,619,808 | $94,513,000 | 45.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,132,499 | $107,900,000 | 27.16% |
| Planning Center, Inc. | 1,216,073 | $31,557,000 | 25.17% |
| BAKER BOYER NATIONAL BANK | 1,716,347 | $44,814,000 | 20.60% |
| ShankerValleau Wealth Advisors, Inc. | 1,313,849 | $34,305,000 | 19.71% |
| Morton Capital Management LLC/CA | 1,664,211 | $43,452,549 | 17.58% |
| BetterWealth, LLC | 775,203 | $20,241,000 | 14.19% |
| Greenspring Advisors, LLC | 2,053,758 | $53,623,000 | 13.81% |
| VANCE WEALTH, INC. | 506,169 | $13,216,000 | 12.97% |
| AWM CAPITAL, LLC | 614,301 | $16,039,000 | 12.19% |