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 | $577,059 | -0.1% | 22,701 | 0.0% | 0.27% | -0.7% |
| Q1 2024 | $577,513 | +2.8% | 22,701 | -1.3% | 0.27% | -8.1% |
| Q4 2023 | $561,684 | -10.6% | 23,001 | -17.5% | 0.30% | -23.6% |
| Q3 2023 | $628,195 | -3.4% | 27,895 | 0.0% | 0.39% | -1.3% |
| Q2 2023 | $650,232 | +1.1% | 27,895 | 0.0% | 0.39% | -4.9% |
| Q1 2023 | $643,259 | +6.8% | 27,895 | 0.0% | 0.41% | -0.2% |
| Q4 2022 | $602,532 | -2.8% | 27,895 | -15.0% | 0.41% | -14.9% |
| Q3 2022 | $620,000 | -11.9% | 32,816 | 0.0% | 0.48% | -4.5% |
| Q2 2022 | $704,000 | -8.7% | 32,816 | +6.1% | 0.51% | +3.7% |
| Q1 2022 | $771,000 | -4.5% | 30,916 | 0.0% | 0.49% | -1.6% |
| Q4 2021 | $807,000 | -1.3% | 30,916 | +0.7% | 0.50% | -7.1% |
| Q3 2021 | $818,000 | – | 30,716 | – | 0.54% | – |
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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% |