DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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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% |