DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 439 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,562,761 | +9.2% | 179,495 | +9.3% | 1.20% | +5.0% |
| Q1 2024 | $4,177,619 | -0.6% | 164,215 | -4.6% | 1.14% | -12.2% |
| Q4 2023 | $4,203,095 | -5.7% | 172,116 | -13.0% | 1.30% | -19.0% |
| Q3 2023 | $4,456,839 | -16.3% | 197,905 | -13.3% | 1.60% | -16.7% |
| Q2 2023 | $5,322,199 | -4.8% | 228,323 | -5.8% | 1.92% | -10.4% |
| Q1 2023 | $5,590,845 | -1.4% | 242,448 | -7.6% | 2.15% | -19.2% |
| Q4 2022 | $5,669,429 | +1.2% | 262,474 | -11.5% | 2.66% | -9.7% |
| Q3 2022 | $5,604,000 | +27.1% | 296,654 | +44.2% | 2.94% | +30.1% |
| Q2 2022 | $4,409,000 | -0.7% | 205,664 | +15.6% | 2.26% | -10.1% |
| Q1 2022 | $4,440,000 | +11.2% | 177,966 | +16.4% | 2.51% | +13.9% |
| Q4 2021 | $3,992,000 | – | 152,900 | – | 2.20% | – |
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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% |