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 | $65,164,425 | +97441.3% | 2,563,510 | -2.4% | 4.52% | -9.3% |
| Q1 2024 | $66,807 | +11.2% | 2,625,551 | +6.7% | 4.99% | +2.0% |
| Q4 2023 | $60,085 | +2.5% | 2,461,072 | -5.5% | 4.89% | -2.1% |
| Q3 2023 | $58,648 | +3.5% | 2,604,180 | +7.1% | 5.00% | +3.4% |
| Q2 2023 | $56,690 | +14.8% | 2,431,764 | +13.6% | 4.83% | +5.6% |
| Q1 2023 | $49,379 | +23.5% | 2,141,433 | +15.7% | 4.58% | +12.8% |
| Q4 2022 | $39,978 | -99.9% | 1,850,120 | +11.9% | 4.06% | +18.3% |
| Q3 2022 | $31,206,000 | +10.0% | 1,652,670 | +24.9% | 3.43% | -18.7% |
| Q2 2022 | $28,364,000 | +12.4% | 1,322,936 | +30.8% | 4.21% | +49.9% |
| Q1 2022 | $25,241,000 | +16.3% | 1,011,192 | +21.7% | 2.81% | +7.5% |
| Q4 2021 | $21,710,000 | +20.5% | 831,082 | +19.4% | 2.62% | +10.1% |
| Q3 2021 | $18,017,000 | – | 696,184 | – | 2.38% | – |
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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% |