DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,248 | -4.3% | 1,254,364 | -0.9% | 0.11% | -8.5% |
| Q2 2023 | $29,506 | -2.5% | 1,265,792 | -3.5% | 0.12% | -14.6% |
| Q1 2023 | $30,260 | +4.6% | 1,312,237 | -2.1% | 0.14% | -5.5% |
| Q4 2022 | $28,938 | -99.9% | 1,339,719 | -4.8% | 0.14% | -8.2% |
| Q3 2022 | $26,582,000 | -8.8% | 1,407,222 | +3.5% | 0.16% | -11.2% |
| Q2 2022 | $29,161,000 | -14.1% | 1,360,123 | -0.0% | 0.18% | -11.0% |
| Q1 2022 | $33,950,000 | -7.3% | 1,360,716 | -3.0% | 0.20% | -11.5% |
| Q4 2021 | $36,609,000 | +1.8% | 1,402,119 | +0.9% | 0.23% | -10.0% |
| Q3 2021 | $35,971,000 | – | 1,389,914 | – | 0.25% | – |
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% |