DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 383 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,094 | +13.7% | 239,742 | +13.8% | 0.02% | +14.3% |
| Q1 2024 | $5,362 | +4.7% | 210,752 | +0.5% | 0.01% | -6.7% |
| Q4 2023 | $5,122 | +0.6% | 209,733 | -7.2% | 0.02% | -6.2% |
| Q3 2023 | $5,091 | -9.7% | 226,047 | -6.6% | 0.02% | -5.9% |
| Q2 2023 | $5,640 | -13.8% | 241,951 | -14.8% | 0.02% | -19.0% |
| Q1 2023 | $6,546 | +10.6% | 283,872 | +3.6% | 0.02% | +5.0% |
| Q4 2022 | $5,921 | -99.9% | 274,129 | -9.4% | 0.02% | -13.0% |
| Q3 2022 | $6,485,000 | 0.0% | 302,459 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,485,000 | +2.9% | 302,459 | +19.8% | 0.02% | +15.0% |
| Q1 2022 | $6,300,000 | +35.8% | 252,494 | +42.1% | 0.02% | +42.9% |
| Q4 2021 | $4,640,000 | +28.0% | 177,714 | +26.9% | 0.01% | +16.7% |
| Q3 2021 | $3,626,000 | – | 140,092 | – | 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% |