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 | $973,933 | -0.0% | 38,313 | +0.1% | 0.30% | -8.5% |
| Q1 2024 | $973,991 | -4.4% | 38,286 | -8.2% | 0.33% | -13.8% |
| Q4 2023 | $1,018,903 | +4.8% | 41,724 | -3.4% | 0.38% | -9.2% |
| Q3 2023 | $972,322 | -16.8% | 43,176 | -13.9% | 0.42% | -15.1% |
| Q2 2023 | $1,168,338 | -6.8% | 50,120 | -7.8% | 0.50% | -17.4% |
| Q1 2023 | $1,254,023 | -11.8% | 54,381 | -17.3% | 0.60% | -31.2% |
| Q4 2022 | $1,421,049 | +3.8% | 65,790 | -9.3% | 0.88% | -6.6% |
| Q3 2022 | $1,369,000 | -28.5% | 72,502 | -5.5% | 0.94% | -20.4% |
| Q2 2022 | $1,914,000 | -5.6% | 76,722 | -1.3% | 1.18% | -0.4% |
| Q4 2021 | $2,028,000 | -1.6% | 77,697 | -2.4% | 1.18% | -11.3% |
| Q3 2021 | $2,061,000 | – | 79,638 | – | 1.33% | – |
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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% |