DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 370 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,287 | -37.4% | 9,860 | -39.9% | 0.02% | -33.3% |
| Q1 2024 | $417,105 | +3.6% | 16,396 | -0.5% | 0.02% | -7.7% |
| Q4 2023 | $402,586 | +7.0% | 16,486 | +2.2% | 0.03% | -3.7% |
| Q2 2023 | $376,196 | -1.3% | 16,139 | -2.4% | 0.03% | 0.0% |
| Q1 2023 | $381,265 | -7.5% | 16,533 | -13.4% | 0.03% | -12.9% |
| Q4 2022 | $412,361 | +90.0% | 19,091 | +67.4% | 0.03% | +72.2% |
| Q3 2022 | $217,000 | -54.4% | 11,405 | -48.6% | 0.02% | -53.8% |
| Q2 2022 | $476,000 | +76.3% | 22,200 | +105.4% | 0.04% | +116.7% |
| Q1 2022 | $270,000 | -54.2% | 10,810 | -52.1% | 0.02% | -51.4% |
| Q4 2021 | $589,000 | -51.5% | 22,580 | -51.9% | 0.04% | -54.9% |
| Q3 2021 | $1,214,000 | – | 46,920 | – | 0.08% | – |
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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% |