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 | $1,471,772 | -3.0% | 65,354 | +0.4% | 0.62% | -2.2% |
| Q2 2023 | $1,517,725 | +1.6% | 65,110 | +0.5% | 0.63% | -4.2% |
| Q1 2023 | $1,493,758 | -2.2% | 64,777 | -8.4% | 0.66% | -12.2% |
| Q4 2022 | $1,526,818 | -15.8% | 70,686 | -26.4% | 0.75% | -18.1% |
| Q3 2022 | $1,814,252 | -11.9% | 96,043 | 0.0% | 0.92% | -10.8% |
| Q2 2022 | $2,059,162 | -14.2% | 96,043 | -0.1% | 1.03% | -19.4% |
| Q1 2022 | $2,399,417 | – | 96,169 | – | 1.28% | – |
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% |