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 | $61,725,644 | -1.7% | 2,740,926 | +1.8% | 16.04% | +0.5% |
| Q2 2023 | $62,776,888 | -1.1% | 2,693,131 | +0.2% | 15.95% | -8.6% |
| Q1 2023 | $63,499,991 | +3.5% | 2,687,262 | -5.4% | 17.45% | -6.5% |
| Q4 2022 | $61,355,885 | +116.7% | 2,840,550 | +89.3% | 18.66% | -16.8% |
| Q3 2022 | $28,309,000 | -0.9% | 1,500,204 | +9.7% | 22.43% | -0.4% |
| Q2 2022 | $28,570,000 | -9.5% | 1,367,635 | +12.5% | 22.51% | -10.5% |
| Q4 2021 | $31,557,000 | – | 1,216,073 | – | 25.17% | – |
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% |