DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $794 | 0.0% | 31,221 | 0.0% | 0.06% | -51.9% |
| Q1 2024 | $794 | +4.2% | 31,221 | 0.0% | 0.13% | -2.9% |
| Q4 2023 | $762 | +8.4% | 31,221 | 0.0% | 0.14% | +22.3% |
| Q3 2023 | $703 | -3.4% | 31,221 | 0.0% | 0.11% | +20.4% |
| Q2 2023 | $728 | -3.2% | 31,221 | -4.3% | 0.09% | -32.1% |
| Q1 2023 | $752 | -37.3% | 32,629 | -41.3% | 0.14% | -49.6% |
| Q4 2022 | $1,200 | -99.9% | 55,571 | -95.5% | 0.27% | -3.5% |
| Q3 2022 | $1,227,000 | -57.3% | 1,226,716 | +814.6% | 0.28% | -35.9% |
| Q2 2022 | $2,876,000 | +5430.8% | 134,123 | -89.6% | 0.44% | +94.7% |
| Q1 2022 | $52,000 | -89.5% | 1,289,690 | +6557.2% | 0.23% | +242.4% |
| Q4 2021 | $495,000 | – | 19,373 | – | 0.07% | – |
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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% |