DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 361 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,721 | -14.4% | 11,712 | -14.3% | 0.04% | -19.2% |
| Q1 2024 | $347,670 | -17.0% | 13,666 | -20.3% | 0.05% | -23.5% |
| Q4 2023 | $418,633 | -1.8% | 17,143 | -9.4% | 0.07% | -15.0% |
| Q3 2023 | $426,317 | -97.5% | 18,931 | -97.4% | 0.08% | -97.6% |
| Q2 2023 | $16,923,588 | -46.2% | 726,023 | -46.8% | 3.39% | -52.6% |
| Q1 2023 | $31,461,570 | +8.1% | 1,364,335 | +1.2% | 7.15% | -0.1% |
| Q4 2022 | $29,107,519 | +17.5% | 1,347,570 | +2.8% | 7.15% | +4.8% |
| Q3 2022 | $24,766,000 | -9.6% | 1,311,084 | +2.6% | 6.83% | -8.0% |
| Q2 2022 | $27,400,000 | -8.6% | 1,277,984 | +6.4% | 7.42% | -3.1% |
| Q1 2022 | $29,968,000 | -1.7% | 1,201,108 | +2.8% | 7.66% | -6.0% |
| Q4 2021 | $30,494,000 | – | 1,167,921 | – | 8.14% | – |
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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% |