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 | $3,534,153 | +2.9% | 139,030 | +3.0% | 0.62% | +0.8% |
| Q1 2024 | $3,434,367 | +7.8% | 134,999 | +3.5% | 0.62% | -3.1% |
| Q4 2023 | $3,185,668 | +333.1% | 130,453 | +299.4% | 0.64% | +309.0% |
| Q3 2023 | $735,479 | -14.1% | 32,659 | -11.1% | 0.16% | -15.2% |
| Q2 2023 | $856,082 | +0.1% | 36,726 | -1.0% | 0.18% | -24.3% |
| Q1 2023 | $855,421 | +7.0% | 37,095 | +0.2% | 0.24% | +0.8% |
| Q4 2022 | $799,778 | -2.1% | 37,027 | -14.4% | 0.24% | -6.9% |
| Q3 2022 | $817,000 | -10.9% | 43,263 | +1.1% | 0.26% | +2.8% |
| Q2 2022 | $917,000 | -17.7% | 42,777 | +0.3% | 0.25% | -7.7% |
| Q4 2021 | $1,114,000 | – | 42,667 | – | 0.27% | – |
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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% |