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 | $245,148 | -47.4% | 10,886 | -45.5% | 0.01% | -44.4% |
| Q2 2023 | $465,819 | +1.2% | 19,983 | +0.1% | 0.01% | -10.0% |
| Q1 2023 | $460,136 | -93.4% | 19,954 | -93.8% | 0.01% | -93.6% |
| Q4 2022 | $6,935,503 | +14.4% | 321,088 | +0.1% | 0.16% | +5.4% |
| Q3 2022 | $6,061,000 | -8.7% | 320,872 | +3.7% | 0.15% | -3.9% |
| Q2 2022 | $6,636,000 | -11.0% | 309,511 | +3.6% | 0.16% | +0.6% |
| Q1 2022 | $7,455,000 | -4.2% | 298,761 | +0.3% | 0.15% | -1.9% |
| Q4 2021 | $7,778,000 | +0.9% | 297,869 | -0.0% | 0.16% | -7.1% |
| Q3 2021 | $7,710,000 | – | 297,886 | – | 0.17% | – |
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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% |