DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,022,175 | +6.5% | 1,111,109 | +10.2% | 11.71% | +9.4% |
| Q2 2023 | $23,496,900 | +2.7% | 1,008,018 | +1.6% | 10.70% | -13.0% |
| Q1 2023 | $22,888,601 | +12.3% | 992,567 | +5.2% | 12.30% | -3.2% |
| Q4 2022 | $20,373,409 | +12.5% | 943,213 | -1.6% | 12.71% | -8.7% |
| Q3 2022 | $18,110,000 | -9.5% | 958,709 | +2.7% | 13.92% | -10.1% |
| Q2 2022 | $20,020,000 | +51.5% | 933,746 | +84.5% | 15.48% | +19.4% |
| Q4 2021 | $13,216,000 | – | 506,169 | – | 12.97% | – |
Download | ||||||
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% |