DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 370 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $495,492 | +5.9% | 19,492 | +6.0% | 0.01% | 0.0% |
| Q1 2024 | $467,768 | +4.2% | 18,387 | +0.1% | 0.01% | -11.1% |
| Q4 2023 | $448,744 | -11.1% | 18,376 | -18.0% | 0.01% | -18.2% |
| Q3 2023 | $504,948 | +24.2% | 22,422 | +28.5% | 0.01% | +22.2% |
| Q2 2023 | $406,718 | +2.0% | 17,448 | +0.9% | 0.01% | -10.0% |
| Q1 2023 | $398,703 | +6.8% | 17,290 | +8.0% | 0.01% | 0.0% |
| Q4 2022 | $373,270 | +15.6% | 16,013 | -6.4% | 0.01% | -16.7% |
| Q3 2022 | $323,000 | -18.0% | 17,099 | -7.0% | 0.01% | -7.7% |
| Q2 2022 | $394,000 | -41.3% | 18,377 | -31.7% | 0.01% | -50.0% |
| Q1 2022 | $671,000 | -4.4% | 26,894 | +0.0% | 0.03% | -10.3% |
| Q4 2021 | $702,000 | +1.4% | 26,886 | +0.5% | 0.03% | -9.4% |
| Q3 2021 | $692,000 | – | 26,739 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 7,310,936 | $185,843,993 | 38.17% |
| Financial Symmetry Inc | 1,333,531 | $33,898,346 | 26.36% |
| Core Wealth Management, Inc. | 2,262,878 | $57,522,355 | 23.34% |
| Trellis Wealth Advisors LLC | 1,467,569 | $37,305,605 | 20.48% |
| MONOGRAPH WEALTH ADVISORS, LLC | 5,510,306 | $140,071,969 | 20.47% |
| Creative Capital Management Investments LLC | 1,527,952 | $38,840,540 | 18.87% |
| New Capital Management LP | 2,138,175 | $54,352,396 | 16.68% |
| Onyx Financial Advisors, LLC | 1,007,514 | $25,611,014 | 15.34% |
| ShankerValleau Wealth Advisors, Inc. | 1,372,916 | $34,899,524 | 14.94% |
| BAKER BOYER NATIONAL BANK | 1,666,866 | $42,371,733 | 14.80% |