DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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 | 3,529,524 | $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% |