DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 455 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,483,771 | -7.0% | 58,370 | -7.0% | 0.40% | -10.8% |
| Q1 2024 | $1,596,270 | +9.1% | 62,746 | +4.7% | 0.45% | -0.9% |
| Q4 2023 | $1,463,153 | +5.0% | 59,916 | -3.2% | 0.45% | -4.7% |
| Q3 2023 | $1,393,522 | -13.2% | 61,879 | -10.1% | 0.47% | -10.8% |
| Q2 2023 | $1,604,554 | +40.8% | 68,835 | +39.3% | 0.53% | +28.4% |
| Q1 2023 | $1,139,429 | +7.0% | 49,411 | +0.2% | 0.41% | -1.4% |
| Q4 2022 | $1,064,744 | +20.3% | 49,294 | +5.2% | 0.42% | +6.6% |
| Q3 2022 | $885,000 | -18.1% | 46,846 | -7.1% | 0.39% | -9.7% |
| Q2 2022 | $1,081,000 | -14.7% | 50,435 | -0.7% | 0.43% | +1.4% |
| Q1 2022 | $1,267,000 | +9.9% | 50,793 | +15.1% | 0.43% | +9.7% |
| Q4 2021 | $1,153,000 | +5.5% | 44,147 | +4.5% | 0.39% | -2.5% |
| Q3 2021 | $1,093,000 | – | 42,227 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 6,208,302 | $151,606,737 | 40.23% |
| Financial Symmetry Inc | 1,065,758 | $26,025,817 | 25.62% |
| Core Wealth Management, Inc. | 2,053,451 | $50,145,282 | 23.94% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,723,857 | $115,356,579 | 20.70% |
| Trellis Wealth Advisors LLC | 1,402,911 | $34,259,081 | 18.60% |
| Creative Capital Management Investments LLC | 1,242,039 | $30,330,592 | 17.53% |
| ShankerValleau Wealth Advisors, Inc. | 1,374,287 | $33,560,088 | 17.10% |
| New Capital Management LP | 2,099,935 | $51,280,401 | 16.22% |
| Onyx Financial Advisors, LLC | 899,067 | $21,955,217 | 16.05% |
| Planning Center, Inc. | 2,800,507 | $68,388,377 | 15.86% |