DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,344,478 | -1.0% | 104,106 | +2.5% | 0.39% | -3.2% |
Q2 2023 | $2,367,501 | -7.5% | 101,566 | -8.4% | 0.41% | -19.6% |
Q1 2023 | $2,558,131 | +15.7% | 110,934 | +8.3% | 0.50% | -2.1% |
Q4 2022 | $2,211,716 | +4.0% | 102,394 | -9.1% | 0.52% | -24.1% |
Q3 2022 | $2,127,291 | -13.6% | 112,615 | -1.9% | 0.68% | -41.0% |
Q2 2022 | $2,461,349 | -13.9% | 114,802 | +0.2% | 1.15% | -15.8% |
Q1 2022 | $2,858,648 | -4.8% | 114,575 | -0.3% | 1.37% | +2.8% |
Q4 2021 | $3,001,632 | – | 114,961 | – | 1.33% | – |
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% |