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 | $430,946 | -4.8% | 16,953 | -4.7% | 0.01% | -8.3% |
Q1 2024 | $452,655 | +9.3% | 17,793 | +5.0% | 0.01% | -7.7% |
Q4 2023 | $413,993 | +8.4% | 16,953 | 0.0% | 0.01% | -7.1% |
Q3 2023 | $381,782 | -1.4% | 16,953 | +2.0% | 0.01% | -6.7% |
Q2 2023 | $387,343 | -9.1% | 16,617 | -10.1% | 0.02% | -16.7% |
Q1 2023 | $426,288 | +2.3% | 18,486 | -4.1% | 0.02% | -10.0% |
Q4 2022 | $416,578 | -26.0% | 19,286 | -35.3% | 0.02% | -33.3% |
Q3 2022 | $563,000 | -10.8% | 29,818 | +1.3% | 0.03% | -9.1% |
Q2 2022 | $631,000 | -14.3% | 29,441 | -0.2% | 0.03% | -2.9% |
Q1 2022 | $736,000 | -4.9% | 29,500 | -0.5% | 0.03% | -2.9% |
Q4 2021 | $774,000 | – | 29,646 | – | 0.04% | – |
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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% |