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 2024 | $967,917 | -0.1% | 38,077 | 0.0% | 0.03% | -6.9% |
| Q1 2024 | $968,678 | +4.2% | 38,077 | 0.0% | 0.03% | -6.5% |
| Q4 2023 | $929,840 | +8.4% | 38,077 | 0.0% | 0.03% | -3.1% |
| Q3 2023 | $857,494 | +2.7% | 38,077 | +6.3% | 0.03% | +6.7% |
| Q2 2023 | $835,197 | +1.1% | 35,830 | 0.0% | 0.03% | -6.2% |
| Q1 2023 | $826,239 | +106649.2% | 35,830 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $774 | -99.9% | 35,830 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $677,000 | +40.5% | 35,830 | +59.4% | 0.03% | +55.0% |
| Q2 2022 | $482,000 | – | 22,472 | – | 0.02% | – |
Download | ||||||
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% |