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 | $1,053,273 | -1.6% | 41,435 | -1.5% | 0.03% | -8.3% |
| Q1 2024 | $1,070,070 | +4.9% | 42,062 | -0.8% | 0.04% | -5.3% |
| Q4 2023 | $1,020,288 | +0.0% | 42,388 | -6.4% | 0.04% | -20.8% |
| Q3 2023 | $1,019,799 | -34.7% | 45,284 | -32.4% | 0.05% | -40.7% |
| Q2 2023 | $1,561,113 | -5.1% | 66,972 | -6.1% | 0.08% | -15.6% |
| Q1 2023 | $1,644,341 | -20.6% | 71,307 | -25.6% | 0.10% | -31.9% |
| Q4 2022 | $2,069,843 | +19.9% | 95,826 | +4.8% | 0.14% | +6.8% |
| Q3 2022 | $1,727,000 | -8.3% | 91,423 | +4.1% | 0.13% | -9.0% |
| Q2 2022 | $1,883,000 | +3.0% | 87,841 | +25.4% | 0.14% | +10.7% |
| Q4 2021 | $1,828,000 | -17.6% | 70,026 | -18.3% | 0.13% | -21.6% |
| Q3 2021 | $2,218,000 | – | 85,704 | – | 0.17% | – |
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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% |