DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 421 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,226,552 | +117.3% | 87,591 | +117.4% | 0.01% | +100.0% |
| Q1 2024 | $1,024,835 | +77.8% | 40,284 | +70.6% | 0.00% | +50.0% |
| Q4 2023 | $576,461 | +150.9% | 23,615 | +131.5% | 0.00% | +100.0% |
| Q3 2023 | $229,749 | -58.6% | 10,202 | -57.2% | 0.00% | -50.0% |
| Q2 2023 | $555,541 | -3.1% | 23,816 | -4.1% | 0.00% | +100.0% |
| Q1 2023 | $573,264 | +4.2% | 24,843 | -2.4% | 0.00% | -75.0% |
| Q4 2022 | $550,259 | +20.1% | 25,462 | +5.0% | 0.00% | -33.3% |
| Q3 2022 | $458,000 | – | 24,258 | – | 0.01% | – |
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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% |