DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 320 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $665,445 | -0.8% | 26,178 | -0.8% | 0.15% | -10.0% |
| Q1 2024 | $671,056 | +4.2% | 26,378 | 0.0% | 0.17% | -4.5% |
| Q4 2023 | $644,151 | +8.4% | 26,378 | 0.0% | 0.18% | -11.0% |
| Q3 2023 | $594,033 | -3.4% | 26,378 | 0.0% | 0.20% | +12.4% |
| Q2 2023 | $614,871 | +1.1% | 26,378 | 0.0% | 0.18% | -6.3% |
| Q1 2023 | $608,277 | +6.8% | 26,378 | 0.0% | 0.19% | -0.5% |
| Q4 2022 | $569,765 | +0.7% | 26,378 | 0.0% | 0.19% | -17.7% |
| Q2 2022 | $566,000 | -14.0% | 26,378 | 0.0% | 0.23% | -5.3% |
| Q1 2022 | $658,000 | -23.4% | 26,378 | -19.8% | 0.24% | -23.2% |
| Q4 2021 | $859,000 | +0.2% | 32,903 | -0.7% | 0.32% | -9.9% |
| Q3 2021 | $857,000 | – | 33,119 | – | 0.35% | – |
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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% |