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 | $42,805,271 | -4.0% | 1,900,766 | -0.7% | 13.52% | -1.3% |
| Q2 2023 | $44,611,699 | -20.4% | 1,913,843 | -21.3% | 13.69% | +11.9% |
| Q1 2023 | $56,044,600 | +33.2% | 2,430,382 | +24.7% | 12.24% | +9.6% |
| Q4 2022 | $42,087,513 | +6.7% | 1,948,496 | -6.7% | 11.17% | -8.1% |
| Q3 2022 | $39,456,000 | -14.2% | 2,088,729 | -2.6% | 12.16% | -10.1% |
| Q2 2022 | $45,991,000 | -11.3% | 2,145,127 | +3.2% | 13.52% | -1.7% |
| Q1 2022 | $51,851,000 | -3.3% | 2,078,219 | +1.2% | 13.76% | -0.3% |
| Q4 2021 | $53,623,000 | – | 2,053,758 | – | 13.81% | – |
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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% |