DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 282 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,452,425 | -1.8% | 293,172 | -1.8% | 0.02% | -14.3% |
| Q1 2024 | $7,592,886 | +2.4% | 298,462 | -1.7% | 0.03% | +7.7% |
| Q4 2023 | $7,412,397 | +6.8% | 303,538 | -1.5% | 0.03% | -3.7% |
| Q3 2023 | $6,941,976 | -3.5% | 308,258 | -0.1% | 0.03% | -3.6% |
| Q2 2023 | $7,191,524 | -3.2% | 308,517 | -4.2% | 0.03% | -15.2% |
| Q1 2023 | $7,426,222 | +2.2% | 322,039 | -4.3% | 0.03% | -10.8% |
| Q4 2022 | $7,264,822 | +6.6% | 336,334 | -6.8% | 0.04% | -7.5% |
| Q3 2022 | $6,814,000 | -21.0% | 360,733 | -10.3% | 0.04% | -28.6% |
| Q2 2022 | $8,621,000 | -15.2% | 402,112 | -1.4% | 0.06% | -15.2% |
| Q1 2022 | $10,170,000 | -18.5% | 407,616 | -14.8% | 0.07% | -23.3% |
| Q4 2021 | $12,485,000 | -1.0% | 478,180 | -1.9% | 0.09% | -18.1% |
| Q3 2021 | $12,617,000 | – | 487,508 | – | 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% |