DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 282 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $146,750 | -0.1% | 5,773 | 0.0% | 0.11% | -7.5% |
| Q1 2024 | $146,865 | -28.4% | 5,773 | -31.2% | 0.12% | -39.7% |
| Q4 2023 | $205,055 | -22.0% | 8,397 | -28.1% | 0.20% | -30.7% |
| Q3 2023 | $262,944 | -9.6% | 11,676 | -6.5% | 0.29% | -6.8% |
| Q2 2023 | $291,002 | -20.9% | 12,484 | -26.7% | 0.31% | -28.2% |
| Q4 2022 | $367,740 | -64.3% | 17,025 | -68.7% | 0.43% | -67.8% |
| Q3 2022 | $1,029,000 | -12.2% | 54,477 | -0.3% | 1.33% | -7.2% |
| Q2 2022 | $1,172,000 | -19.6% | 54,664 | -2.1% | 1.44% | -7.4% |
| Q4 2021 | $1,458,000 | +1.4% | 55,834 | +0.5% | 1.55% | -3.1% |
| Q3 2021 | $1,438,000 | +330.0% | 55,567 | +283.2% | 1.60% | +326.9% |
| Q1 2010 | $334,416 | – | 14,502 | – | 0.38% | – |
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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% |