DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 439 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,613,637 | -0.6% | 102,818 | -0.5% | 0.68% | -6.1% |
| Q1 2024 | $2,629,639 | +2.9% | 103,366 | -1.2% | 0.72% | -6.2% |
| Q4 2023 | $2,554,328 | +9.3% | 104,600 | +0.8% | 0.77% | -8.6% |
| Q3 2023 | $2,336,489 | -3.9% | 103,752 | -0.5% | 0.84% | -4.5% |
| Q2 2023 | $2,430,109 | +4.2% | 104,252 | +3.1% | 0.88% | -1.0% |
| Q1 2023 | $2,331,558 | +0.6% | 101,108 | -5.7% | 0.89% | -10.2% |
| Q4 2022 | $2,316,535 | +3.3% | 107,247 | -9.7% | 0.99% | 0.0% |
| Q3 2022 | $2,243,000 | -16.1% | 118,749 | -4.8% | 0.99% | -14.5% |
| Q2 2022 | $2,673,000 | -19.2% | 124,694 | -1.6% | 1.16% | -24.6% |
| Q4 2021 | $3,308,000 | +6.7% | 126,692 | +5.8% | 1.54% | 0.0% |
| Q3 2021 | $3,099,000 | – | 119,748 | – | 1.54% | – |
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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% |