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 | $3,446,707 | -2.5% | 153,051 | -0.1% | 2.19% | -5.6% |
| Q2 2023 | $3,534,729 | -9.2% | 153,154 | -9.2% | 2.32% | -5.5% |
| Q1 2023 | $3,891,265 | +4.9% | 168,745 | -1.7% | 2.45% | -4.2% |
| Q4 2022 | $3,708,635 | +14.1% | 171,696 | -0.2% | 2.56% | +5.0% |
| Q3 2022 | $3,251,000 | -11.7% | 172,078 | +0.2% | 2.44% | -8.4% |
| Q2 2022 | $3,681,000 | -13.8% | 171,666 | +0.3% | 2.66% | -7.8% |
| Q1 2022 | $4,272,000 | -3.9% | 171,223 | +0.5% | 2.89% | +0.8% |
| Q4 2021 | $4,447,000 | – | 170,314 | – | 2.86% | – |
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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% |