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 | $1,578,762 | -2.8% | 70,105 | +0.6% | 0.97% | -3.9% |
| Q2 2023 | $1,623,963 | +0.1% | 69,668 | -1.0% | 1.01% | -6.9% |
| Q1 2023 | $1,622,535 | +0.6% | 70,361 | -5.8% | 1.08% | -7.6% |
| Q4 2022 | $1,613,642 | -28.9% | 74,706 | -37.8% | 1.17% | -24.9% |
| Q3 2022 | $2,269,000 | -48.0% | 120,141 | -40.9% | 1.56% | -47.7% |
| Q2 2022 | $4,361,000 | -44.3% | 203,398 | -35.2% | 2.98% | +1.9% |
| Q1 2022 | $7,827,000 | -8.7% | 313,715 | -4.5% | 2.93% | -57.1% |
| Q4 2021 | $8,575,000 | +31.0% | 328,435 | +29.8% | 6.83% | +19.2% |
| Q3 2021 | $6,546,000 | – | 252,950 | – | 5.73% | – |
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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% |