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 | $8,799,232 | -3.8% | 390,730 | -0.5% | 7.57% | -0.6% |
| Q2 2023 | $9,150,194 | -3.4% | 392,544 | -4.4% | 7.61% | -9.3% |
| Q1 2023 | $9,473,104 | +1.8% | 410,802 | -4.6% | 8.39% | -3.0% |
| Q4 2022 | $9,301,331 | +6.4% | 430,617 | -6.9% | 8.65% | -6.0% |
| Q3 2022 | $8,741,000 | -24.1% | 462,721 | +0.2% | 9.21% | -15.5% |
| Q2 2022 | $11,521,000 | -4.4% | 461,797 | +0.0% | 10.90% | +0.9% |
| Q1 2022 | $12,056,000 | 0.0% | 461,736 | 0.0% | 10.80% | -1.1% |
| Q4 2021 | $12,056,000 | – | 461,736 | – | 10.92% | – |
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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% |