DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 389 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,340,296 | -15.1% | 92,065 | -15.0% | 1.32% | -18.5% |
| Q1 2024 | $2,756,047 | -24.7% | 108,335 | -27.7% | 1.62% | -32.3% |
| Q4 2023 | $3,659,961 | -20.8% | 149,876 | -26.9% | 2.40% | -32.3% |
| Q3 2023 | $4,619,795 | -2.8% | 205,142 | +0.6% | 3.54% | -0.1% |
| Q2 2023 | $4,754,740 | +6.7% | 203,979 | +7.1% | 3.55% | +1.8% |
| Q1 2023 | $4,457,635 | +24.4% | 190,416 | +14.8% | 3.48% | +15.1% |
| Q4 2022 | $3,582,891 | +47.2% | 165,875 | +28.7% | 3.03% | +33.7% |
| Q3 2022 | $2,434,000 | +5.3% | 128,869 | +23.4% | 2.26% | +20.7% |
| Q2 2022 | $2,311,000 | +35.8% | 104,431 | +53.1% | 1.88% | +45.6% |
| Q1 2022 | $1,702,000 | +124.2% | 68,211 | +134.7% | 1.29% | +126.8% |
| Q4 2021 | $759,000 | – | 29,067 | – | 0.57% | – |
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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% |