DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 383 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $513,822 | -21.6% | 22,043 | -22.4% | 0.00% | +200.0% |
| Q1 2023 | $655,135 | +7.2% | 28,410 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $610,913 | -17.6% | 28,283 | -27.9% | 0.00% | -50.0% |
| Q3 2022 | $741,000 | +6.9% | 39,208 | +21.3% | 0.00% | 0.0% |
| Q2 2022 | $693,000 | -14.0% | 32,321 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $806,000 | -4.5% | 32,321 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $844,000 | +1.0% | 32,321 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $836,000 | – | 32,321 | – | 0.00% | – |
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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% |