DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,188,496 | +19.9% | 2,406,238 | +24.1% | 2.63% | +4.4% |
| Q2 2023 | $45,192,603 | +4.0% | 1,938,764 | +2.9% | 2.52% | -10.4% |
| Q1 2023 | $43,444,322 | +33.6% | 1,883,968 | +25.1% | 2.81% | +11.5% |
| Q4 2022 | $32,519,699 | -51.3% | 1,505,541 | -57.4% | 2.52% | -36.0% |
| Q3 2022 | $66,720,000 | +65.8% | 3,532,003 | +88.2% | 3.94% | +16.2% |
| Q2 2022 | $40,230,000 | -11.0% | 1,876,334 | +3.6% | 3.39% | -24.7% |
| Q1 2022 | $45,199,000 | -3.8% | 1,811,496 | +0.6% | 4.50% | -54.1% |
| Q4 2021 | $47,002,000 | – | 1,800,140 | – | 9.81% | – |
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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% |