DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,816 | -0.1% | 5,409,226 | +3.5% | 0.25% | +1.6% |
| Q2 2023 | $121,883 | +11.7% | 5,228,791 | +10.5% | 0.25% | +8.3% |
| Q1 2023 | $109,091 | +16.4% | 4,730,769 | +9.0% | 0.23% | +1.8% |
| Q4 2022 | $93,716 | -99.8% | 4,338,736 | +58.9% | 0.22% | +69.2% |
| Q3 2022 | $51,590,000 | +1.9% | 2,731,087 | +15.7% | 0.13% | +0.8% |
| Q2 2022 | $50,611,000 | -7.1% | 2,360,603 | +8.1% | 0.13% | +5.6% |
| Q1 2022 | $54,461,000 | +42.0% | 2,182,822 | +48.6% | 0.12% | +45.3% |
| Q4 2021 | $38,346,000 | +60.2% | 1,468,648 | +58.8% | 0.09% | +43.3% |
| Q3 2021 | $23,938,000 | – | 924,999 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,619,808 | $94,513,000 | 45.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,132,499 | $107,900,000 | 27.16% |
| Planning Center, Inc. | 1,216,073 | $31,557,000 | 25.17% |
| BAKER BOYER NATIONAL BANK | 1,716,347 | $44,814,000 | 20.60% |
| ShankerValleau Wealth Advisors, Inc. | 1,313,849 | $34,305,000 | 19.71% |
| Morton Capital Management LLC/CA | 1,664,211 | $43,452,549 | 17.58% |
| BetterWealth, LLC | 775,203 | $20,241,000 | 14.19% |
| Greenspring Advisors, LLC | 2,053,758 | $53,623,000 | 13.81% |
| VANCE WEALTH, INC. | 506,169 | $13,216,000 | 12.97% |
| AWM CAPITAL, LLC | 614,301 | $16,039,000 | 12.19% |