DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 421 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,902,671 | +0.9% | 306,513 | +4.4% | 3.95% | +3.4% |
| Q2 2023 | $6,843,235 | +1.9% | 293,575 | +0.8% | 3.82% | -4.0% |
| Q1 2023 | $6,718,736 | +8.5% | 291,359 | +1.6% | 3.98% | +1.0% |
| Q4 2022 | $6,191,929 | +3.5% | 286,663 | -9.5% | 3.94% | -12.2% |
| Q3 2022 | $5,984,000 | -4.0% | 316,756 | +8.9% | 4.49% | -1.4% |
| Q2 2022 | $6,234,000 | -19.5% | 290,773 | -6.3% | 4.56% | -11.4% |
| Q1 2022 | $7,744,000 | -7.4% | 310,381 | -3.1% | 5.14% | -9.9% |
| Q4 2021 | $8,366,000 | – | 320,397 | – | 5.71% | – |
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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% |