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 | $116,770,748 | -3.3% | 5,185,202 | -1.0% | 0.67% | -2.5% |
| Q2 2023 | $120,731,759 | 0.0% | 5,235,549 | 0.0% | 0.68% | 0.0% |
| Q1 2023 | $120,731,759 | +8.2% | 5,235,549 | +1.3% | 0.68% | +4.6% |
| Q4 2022 | $111,622,729 | +12.1% | 5,167,719 | -2.0% | 0.66% | +4.3% |
| Q3 2022 | $99,595,000 | -15.5% | 5,272,402 | -4.1% | 0.63% | -9.1% |
| Q2 2022 | $117,871,000 | -17.8% | 5,497,798 | -4.3% | 0.69% | -1.8% |
| Q1 2022 | $143,359,000 | -5.6% | 5,745,858 | -1.2% | 0.70% | -2.4% |
| Q4 2021 | $151,890,000 | +0.1% | 5,817,362 | -0.8% | 0.72% | -8.3% |
| Q3 2021 | $151,774,000 | – | 5,864,565 | – | 0.79% | – |
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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% |