Independent Wealth Network Inc. - DIMENSIONAL ETF TRUST ownership

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
Independent Wealth Network Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$628,195
-3.4%
27,8950.0%0.39%
-1.3%
Q2 2023$650,232
+1.1%
27,8950.0%0.39%
-4.9%
Q1 2023$643,259
+6.8%
27,8950.0%0.41%
-0.2%
Q4 2022$602,532
-2.8%
27,895
-15.0%
0.41%
-14.9%
Q3 2022$620,000
-11.9%
32,8160.0%0.48%
-4.5%
Q2 2022$704,000
-8.7%
32,816
+6.1%
0.51%
+3.7%
Q1 2022$771,000
-4.5%
30,9160.0%0.49%
-1.6%
Q4 2021$807,000
-1.3%
30,916
+0.7%
0.50%
-7.1%
Q3 2021$818,00030,7160.54%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Geometric Wealth Advisors 3,529,524$75,673,00037.76%
MONOGRAPH WEALTH ADVISORS, LLC 4,495,524$96,384,00027.97%
Planning Center, Inc. 1,367,635$28,570,00022.51%
BAKER BOYER NATIONAL BANK 1,727,919$37,029,00018.78%
ShankerValleau Wealth Advisors, Inc. 1,299,491$27,861,00018.13%
Morton Capital Management LLC/CA 1,813,824$38,888,38516.94%
VANCE WEALTH, INC. 933,746$20,020,00015.48%
Greenspring Advisors, LLC 2,145,127$45,991,00013.52%
Shearwater Capital LLC 557,434$12,057,00012.99%
New Capital Management LP 978,426$20,801,00011.46%
View complete list of DIMENSIONAL ETF TRUST shareholders