DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | 3,529,524 | $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% |