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 | $42,515,881 | -3.4% | 1,887,916 | +0.0% | 8.81% | -0.5% |
| Q2 2023 | $43,998,080 | +7.5% | 1,887,520 | +6.4% | 8.85% | -4.3% |
| Q1 2023 | $40,924,964 | +7.3% | 1,774,717 | +0.5% | 9.25% | +1.5% |
| Q4 2022 | $38,132,902 | +18.1% | 1,765,411 | +3.3% | 9.11% | +3.7% |
| Q3 2022 | $32,287,000 | +7.9% | 1,709,203 | +22.5% | 8.79% | +3.6% |
| Q2 2022 | $29,918,000 | -28.0% | 1,395,429 | -16.2% | 8.48% | -20.5% |
| Q1 2022 | $41,528,000 | +18.9% | 1,664,456 | +24.4% | 10.67% | +6.6% |
| Q4 2021 | $34,931,000 | – | 1,337,840 | – | 10.00% | – |
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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% |