DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 320 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $584,425 | -1.6% | 22,991 | -1.5% | 0.41% | -1.0% |
| Q1 2024 | $593,891 | -0.4% | 23,345 | -4.4% | 0.41% | -6.8% |
| Q4 2023 | $596,160 | -2.1% | 24,413 | -9.7% | 0.44% | -17.8% |
| Q3 2023 | $608,688 | -3.4% | 27,029 | 0.0% | 0.54% | +2.9% |
| Q2 2023 | $630,041 | +0.7% | 27,029 | -0.4% | 0.52% | -8.5% |
| Q1 2023 | $625,797 | +13.6% | 27,138 | +6.4% | 0.57% | +3.6% |
| Q4 2022 | $550,926 | -12.0% | 25,506 | -23.1% | 0.55% | -17.1% |
| Q3 2022 | $626,000 | -8.9% | 33,163 | +3.5% | 0.66% | +0.8% |
| Q2 2022 | $687,000 | +4.6% | 32,042 | +21.7% | 0.66% | +23.3% |
| Q1 2022 | $657,000 | -0.2% | 26,334 | +4.5% | 0.53% | +26.4% |
| Q4 2021 | $658,000 | +7.2% | 25,202 | +6.2% | 0.42% | +4.5% |
| Q3 2021 | $614,000 | – | 23,741 | – | 0.40% | – |
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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% |