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 | $523,126 | -1.6% | 20,579 | -1.5% | 0.19% | -1.6% |
| Q1 2024 | $531,426 | +4.2% | 20,889 | +0.0% | 0.19% | -11.3% |
| Q4 2023 | $510,105 | +4.7% | 20,888 | -3.4% | 0.21% | -0.5% |
| Q3 2023 | $487,087 | -3.4% | 21,629 | +0.0% | 0.21% | -2.7% |
| Q2 2023 | $504,064 | -2.1% | 21,624 | -3.2% | 0.22% | -7.2% |
| Q1 2023 | $515,134 | +6.8% | 22,339 | +0.0% | 0.24% | +1.3% |
| Q4 2022 | $482,499 | +6.5% | 22,338 | -6.9% | 0.23% | -1.7% |
| Q3 2022 | $453,000 | -11.9% | 24,002 | +0.1% | 0.24% | -5.2% |
| Q2 2022 | $514,000 | -13.8% | 23,980 | +1.3% | 0.25% | -17.7% |
| Q1 2022 | $596,000 | +2.4% | 23,673 | +6.2% | 0.30% | +131.1% |
| Q4 2021 | $582,000 | -8.8% | 22,300 | -9.5% | 0.13% | -10.8% |
| Q3 2021 | $638,000 | – | 24,637 | – | 0.15% | – |
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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% |