DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 389 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,246,566 | -2.1% | 1,071,855 | -2.0% | 11.19% | +0.9% |
| Q1 2024 | $27,836,507 | +6.0% | 1,094,202 | +1.7% | 11.09% | -2.7% |
| Q4 2023 | $26,266,250 | +5.0% | 1,075,604 | -3.2% | 11.40% | -2.6% |
| Q3 2023 | $25,022,175 | +6.5% | 1,111,109 | +10.2% | 11.71% | +9.4% |
| Q2 2023 | $23,496,900 | +2.7% | 1,008,018 | +1.6% | 10.70% | -13.0% |
| Q1 2023 | $22,888,601 | +12.3% | 992,567 | +5.2% | 12.30% | -3.2% |
| Q4 2022 | $20,373,409 | +12.5% | 943,213 | -1.6% | 12.71% | -8.7% |
| Q3 2022 | $18,110,000 | -9.5% | 958,709 | +2.7% | 13.92% | -10.1% |
| Q2 2022 | $20,020,000 | +51.5% | 933,746 | +84.5% | 15.48% | +19.4% |
| Q4 2021 | $13,216,000 | – | 506,169 | – | 12.97% | – |
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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% |