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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,761,294 | -7.6% | 69,288 | -7.5% | 0.85% | -5.7% |
| Q1 2024 | $1,905,525 | +2.5% | 74,903 | -1.6% | 0.90% | -4.6% |
| Q4 2023 | $1,859,153 | +4.6% | 76,132 | -3.6% | 0.94% | -16.3% |
| Q3 2023 | $1,777,670 | -4.6% | 78,937 | -1.3% | 1.13% | -3.5% |
| Q2 2023 | $1,863,388 | -14.7% | 79,939 | -15.6% | 1.17% | -23.1% |
| Q1 2023 | $2,185,104 | -3.5% | 94,757 | -9.6% | 1.52% | -22.8% |
| Q4 2022 | $2,264,208 | – | 104,824 | – | 1.97% | – |
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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% |