DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $835,605 | -1.6% | 37,105 | +1.9% | 0.54% | -2.0% |
| Q2 2023 | $848,997 | -20.5% | 36,422 | -21.4% | 0.55% | -20.8% |
| Q1 2023 | $1,067,886 | +7.2% | 46,309 | +0.4% | 0.69% | +0.1% |
| Q4 2022 | $996,581 | +22.4% | 46,138 | +7.1% | 0.69% | +7.3% |
| Q3 2022 | $814,000 | -11.7% | 43,099 | +0.2% | 0.64% | -6.5% |
| Q2 2022 | $922,000 | +5.4% | 43,001 | +22.6% | 0.69% | -11.8% |
| Q1 2022 | $875,000 | -8.2% | 35,077 | -3.9% | 0.78% | -7.3% |
| Q4 2021 | $953,000 | -8.7% | 36,516 | -9.5% | 0.84% | -30.2% |
| Q3 2021 | $1,044,000 | – | 40,353 | – | 1.20% | – |
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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% |