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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,902,671 | +0.9% | 306,513 | +4.4% | 3.95% | +3.4% |
| Q2 2023 | $6,843,235 | +1.9% | 293,575 | +0.8% | 3.82% | -4.0% |
| Q1 2023 | $6,718,736 | +8.5% | 291,359 | +1.6% | 3.98% | +1.0% |
| Q4 2022 | $6,191,929 | +3.5% | 286,663 | -9.5% | 3.94% | -12.2% |
| Q3 2022 | $5,984,000 | -4.0% | 316,756 | +8.9% | 4.49% | -1.4% |
| Q2 2022 | $6,234,000 | -19.5% | 290,773 | -6.3% | 4.56% | -11.4% |
| Q1 2022 | $7,744,000 | -7.4% | 310,381 | -3.1% | 5.14% | -9.9% |
| Q4 2021 | $8,366,000 | – | 320,397 | – | 5.71% | – |
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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% |