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 | $20,647,747 | -5.4% | 916,863 | -2.0% | 1.71% | +13.3% |
| Q2 2023 | $21,819,140 | -2.8% | 936,042 | -3.9% | 1.51% | -7.0% |
| Q1 2023 | $22,454,030 | +7.8% | 973,722 | +1.0% | 1.63% | +9.3% |
| Q4 2022 | $20,828,056 | +8.9% | 964,262 | -4.8% | 1.49% | -5.5% |
| Q3 2022 | $19,128,000 | -23.1% | 1,012,578 | -12.8% | 1.58% | -16.3% |
| Q2 2022 | $24,890,000 | +333.5% | 1,160,915 | +404.5% | 1.88% | +388.8% |
| Q1 2022 | $5,741,000 | -5.3% | 230,097 | -0.9% | 0.38% | -1.0% |
| Q4 2021 | $6,061,000 | -5.8% | 232,148 | -6.6% | 0.39% | -14.9% |
| Q3 2021 | $6,435,000 | – | 248,659 | – | 0.46% | – |
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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% |