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 | $31,721,938 | -0.5% | 1,247,913 | -0.4% | 3.04% | +0.6% |
| Q1 2024 | $31,885,226 | +1.4% | 1,253,350 | -2.6% | 3.02% | -13.2% |
| Q4 2023 | $31,436,030 | +7.9% | 1,287,307 | -0.5% | 3.48% | -5.4% |
| Q3 2023 | $29,136,811 | -5.4% | 1,293,819 | -2.0% | 3.68% | -2.6% |
| Q2 2023 | $30,788,177 | -4.4% | 1,320,814 | -5.4% | 3.78% | -10.8% |
| Q1 2023 | $32,201,240 | +7.5% | 1,396,411 | +0.7% | 4.23% | +1.2% |
| Q4 2022 | $29,967,643 | +8.2% | 1,387,391 | -5.4% | 4.18% | -3.5% |
| Q3 2022 | $27,706,000 | -12.8% | 1,466,712 | -1.0% | 4.33% | -9.9% |
| Q2 2022 | $31,776,000 | -6.8% | 1,482,113 | +8.5% | 4.81% | +0.2% |
| Q1 2022 | $34,077,000 | -7.6% | 1,365,832 | -3.3% | 4.80% | -0.9% |
| Q4 2021 | $36,881,000 | – | 1,412,526 | – | 4.84% | – |
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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% |