DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 455 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $247,006 | -0.1% | 9,717 | 0.0% | 0.03% | +7.1% |
| Q1 2024 | $247,200 | +4.2% | 9,717 | 0.0% | 0.03% | -17.6% |
| Q4 2023 | $237,289 | +8.4% | 9,717 | 0.0% | 0.03% | +3.0% |
| Q3 2023 | $218,827 | -3.4% | 9,717 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $226,503 | +1.1% | 9,717 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $224,074 | +6.8% | 9,717 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $209,887 | +0.9% | 9,717 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $208,000 | -14.0% | 9,717 | 0.0% | 0.03% | +3.0% |
| Q1 2022 | $242,000 | -4.7% | 9,717 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $254,000 | +1.2% | 9,717 | 0.0% | 0.03% | -5.9% |
| Q3 2021 | $251,000 | – | 9,717 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 6,208,302 | $151,606,737 | 40.23% |
| Financial Symmetry Inc | 1,065,758 | $26,025,817 | 25.62% |
| Core Wealth Management, Inc. | 2,053,451 | $50,145,282 | 23.94% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,723,857 | $115,356,579 | 20.70% |
| Trellis Wealth Advisors LLC | 1,402,911 | $34,259,081 | 18.60% |
| Creative Capital Management Investments LLC | 1,242,039 | $30,330,592 | 17.53% |
| ShankerValleau Wealth Advisors, Inc. | 1,374,287 | $33,560,088 | 17.10% |
| New Capital Management LP | 2,099,935 | $51,280,401 | 16.22% |
| Onyx Financial Advisors, LLC | 899,067 | $21,955,217 | 16.05% |
| Planning Center, Inc. | 2,800,507 | $68,388,377 | 15.86% |