DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 320 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,575,521 | +377.7% | 2,894,395 | +378.1% | 0.02% | +466.7% |
| Q1 2024 | $15,400,511 | -60.8% | 605,366 | -62.4% | 0.00% | -70.0% |
| Q4 2023 | $39,337,104 | -66.3% | 1,610,856 | -68.9% | 0.01% | -73.7% |
| Q3 2023 | $116,650,762 | -25.0% | 5,179,874 | -22.4% | 0.04% | -26.9% |
| Q2 2023 | $155,542,082 | +244.5% | 6,672,762 | +240.8% | 0.05% | +188.9% |
| Q1 2023 | $45,153,048 | -52.3% | 1,958,068 | -55.3% | 0.02% | -59.1% |
| Q4 2022 | $94,594,975 | +591.6% | 4,379,397 | +504.8% | 0.04% | +633.3% |
| Q3 2022 | $13,678,000 | +53.0% | 724,076 | +73.7% | 0.01% | +50.0% |
| Q2 2022 | $8,939,000 | +995.5% | 416,916 | +1175.1% | 0.00% | – |
| Q1 2022 | $816,000 | -83.3% | 32,697 | -82.5% | 0.00% | -100.0% |
| Q4 2021 | $4,886,000 | – | 187,119 | – | 0.00% | – |
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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% |