DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 361 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,238,561 | +34.9% | 402,776 | +35.1% | 0.01% | +37.5% |
| Q1 2024 | $7,586,935 | +3.2% | 298,229 | -1.0% | 0.01% | -42.9% |
| Q4 2023 | $7,352,748 | +9.0% | 301,095 | +0.5% | 0.01% | +55.6% |
| Q3 2023 | $6,748,657 | -4.3% | 299,674 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $7,048,372 | +4.8% | 302,375 | +3.7% | 0.01% | -10.0% |
| Q1 2023 | $6,726,916 | -2.5% | 291,714 | -8.7% | 0.01% | 0.0% |
| Q4 2022 | $6,902,878 | +63.4% | 319,578 | +42.9% | 0.01% | +42.9% |
| Q3 2022 | $4,225,000 | -11.3% | 223,662 | +0.7% | 0.01% | -12.5% |
| Q2 2022 | $4,763,000 | -14.5% | 222,138 | -0.5% | 0.01% | -11.1% |
| Q1 2022 | $5,569,000 | -4.3% | 223,188 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $5,820,000 | -0.1% | 222,890 | -1.0% | 0.01% | -10.0% |
| Q3 2021 | $5,828,000 | – | 225,201 | – | 0.01% | – |
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% |