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 | $29,136,811 | -5.4% | 1,293,819 | -2.0% | 3.68% | -2.6% |
| Q2 2023 | $30,788,177 | -4.4% | 1,320,814 | -5.4% | 3.78% | -10.8% |
| Q1 2023 | $32,201,240 | +7.5% | 1,396,411 | +0.7% | 4.23% | +1.2% |
| Q4 2022 | $29,967,643 | +8.2% | 1,387,391 | -5.4% | 4.18% | -3.5% |
| Q3 2022 | $27,706,000 | -12.8% | 1,466,712 | -1.0% | 4.33% | -9.9% |
| Q2 2022 | $31,776,000 | -6.8% | 1,482,113 | +8.5% | 4.81% | +0.2% |
| Q1 2022 | $34,077,000 | -7.6% | 1,365,832 | -3.3% | 4.80% | -0.9% |
| Q4 2021 | $36,881,000 | – | 1,412,526 | – | 4.84% | – |
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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% |