DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 370 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,931,434 | -3.1% | 508,711 | -3.0% | 6.66% | -1.0% |
| Q1 2024 | $13,342,958 | +4.1% | 524,487 | -0.1% | 6.73% | -5.1% |
| Q4 2023 | $12,814,567 | +8.9% | 524,757 | +0.4% | 7.09% | -5.6% |
| Q3 2023 | $11,765,061 | +17.6% | 522,427 | +21.7% | 7.51% | +8.4% |
| Q2 2023 | $10,005,306 | +4.4% | 429,228 | +3.3% | 6.93% | -2.5% |
| Q1 2023 | $9,582,433 | +21.7% | 415,543 | +14.0% | 7.11% | -4.8% |
| Q4 2022 | $7,871,950 | +10.9% | 364,442 | -3.0% | 7.47% | -8.4% |
| Q3 2022 | $7,096,000 | -4.5% | 375,656 | +8.4% | 8.16% | +1.5% |
| Q2 2022 | $7,428,000 | -10.6% | 346,439 | +4.0% | 8.04% | -9.3% |
| Q1 2022 | $8,312,000 | +3.7% | 333,127 | +8.5% | 8.86% | +4.5% |
| Q4 2021 | $8,014,000 | – | 306,916 | – | 8.48% | – |
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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% |