DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,950,030 | -2.8% | 486,236 | +0.6% | 8.60% | -0.1% |
| Q2 2023 | $11,264,617 | +9.0% | 483,253 | +7.9% | 8.61% | +3.2% |
| Q1 2023 | $10,330,314 | +6.0% | 447,975 | -0.7% | 8.35% | -3.9% |
| Q4 2022 | $9,748,915 | +7.2% | 451,339 | -6.3% | 8.69% | -6.2% |
| Q3 2022 | $9,098,000 | -10.1% | 481,643 | +2.0% | 9.27% | -3.6% |
| Q2 2022 | $10,122,000 | -12.5% | 472,102 | +1.8% | 9.62% | -8.6% |
| Q1 2022 | $11,571,000 | -3.3% | 463,771 | +1.2% | 10.52% | -0.5% |
| Q4 2021 | $11,967,000 | – | 458,317 | – | 10.57% | – |
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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% |