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 | $1,572,542 | 0.0% | 61,814 | 0.0% | 1.34% | 0.0% |
| Q1 2024 | $1,572,542 | +5.8% | 61,814 | +1.6% | 1.34% | -0.4% |
| Q4 2023 | $1,485,953 | +7.9% | 60,850 | -0.5% | 1.34% | -4.1% |
| Q3 2023 | $1,376,900 | -17.4% | 61,141 | -14.5% | 1.40% | -10.1% |
| Q2 2023 | $1,666,525 | +0.4% | 71,494 | -0.7% | 1.56% | +5.5% |
| Q1 2023 | $1,660,098 | +6.9% | 71,990 | +0.1% | 1.48% | +4.4% |
| Q4 2022 | $1,553,243 | +197.6% | 71,909 | +160.1% | 1.42% | +184.0% |
| Q3 2022 | $522,000 | -11.7% | 27,642 | +0.2% | 0.50% | -9.6% |
| Q2 2022 | $591,000 | -24.8% | 27,581 | -12.4% | 0.55% | -35.9% |
| Q1 2022 | $786,000 | +5.4% | 31,495 | +10.2% | 0.86% | +13.6% |
| Q4 2021 | $746,000 | – | 28,578 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 6,208,302 | $151,606,737 | 40.23% |
| Financial Symmetry Inc | 1,065,758 | $26,025,817 | 25.62% |
| Core Wealth Management, Inc. | 2,053,451 | $50,145,282 | 23.94% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,723,857 | $115,356,579 | 20.70% |
| Trellis Wealth Advisors LLC | 1,402,911 | $34,259,081 | 18.60% |
| Creative Capital Management Investments LLC | 1,242,039 | $30,330,592 | 17.53% |
| ShankerValleau Wealth Advisors, Inc. | 1,374,287 | $33,560,088 | 17.10% |
| New Capital Management LP | 2,099,935 | $51,280,401 | 16.22% |
| Onyx Financial Advisors, LLC | 899,067 | $21,955,217 | 16.05% |
| Planning Center, Inc. | 2,800,507 | $68,388,377 | 15.86% |