DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 383 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $356 | -99.9% | 14 | -99.9% | 0.00% | -100.0% |
| Q1 2024 | $610,229 | -34.6% | 23,987 | -37.2% | 0.00% | -50.0% |
| Q4 2023 | $933,259 | +721.3% | 38,217 | +657.4% | 0.00% | – |
| Q3 2023 | $113,636 | -8.3% | 5,046 | +26.2% | 0.00% | – |
| Q2 2023 | $123,867 | -81.4% | 3,997 | -86.2% | 0.00% | -100.0% |
| Q1 2023 | $666,826 | +8821.9% | 28,917 | +8257.5% | 0.00% | – |
| Q4 2022 | $7,474 | -80.3% | 346 | -82.8% | 0.00% | – |
| Q3 2022 | $38,000 | – | 2,015 | – | 0.00% | – |
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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% |