DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 421 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,916,116 | +2.0% | 350,752 | +2.0% | 0.09% | -4.1% |
| Q1 2024 | $8,744,796 | +9.5% | 343,742 | +5.1% | 0.10% | -1.0% |
| Q4 2023 | $7,985,902 | +17.5% | 327,023 | +8.4% | 0.10% | +2.1% |
| Q3 2023 | $6,794,397 | -4.2% | 301,705 | -0.8% | 0.10% | -4.9% |
| Q2 2023 | $7,090,949 | +3.3% | 304,202 | +2.2% | 0.10% | -7.3% |
| Q1 2023 | $6,863,671 | +9.0% | 297,644 | +2.1% | 0.11% | 0.0% |
| Q4 2022 | $6,298,322 | +16.3% | 291,589 | +1.7% | 0.11% | +3.8% |
| Q3 2022 | $5,415,000 | -6.7% | 286,653 | +5.9% | 0.11% | -4.5% |
| Q2 2022 | $5,803,000 | -10.6% | 270,643 | +4.1% | 0.11% | +4.7% |
| Q1 2022 | $6,488,000 | +0.7% | 260,053 | +5.4% | 0.11% | +5.0% |
| Q4 2021 | $6,442,000 | +8.7% | 246,712 | +7.7% | 0.10% | 0.0% |
| Q3 2021 | $5,929,000 | – | 229,102 | – | 0.10% | – |
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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% |