DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 320 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,768,691 | -0.1% | 108,918 | 0.0% | 0.34% | -5.9% |
| Q1 2024 | $2,770,869 | +3.5% | 108,918 | -0.7% | 0.36% | -8.7% |
| Q4 2023 | $2,677,371 | +14.2% | 109,638 | +5.3% | 0.39% | -0.3% |
| Q3 2023 | $2,344,478 | -1.0% | 104,106 | +2.5% | 0.39% | -3.2% |
| Q2 2023 | $2,367,501 | -7.5% | 101,566 | -8.4% | 0.41% | -19.6% |
| Q1 2023 | $2,558,131 | +15.7% | 110,934 | +8.3% | 0.50% | -2.1% |
| Q4 2022 | $2,211,716 | +4.0% | 102,394 | -9.1% | 0.52% | -24.1% |
| Q3 2022 | $2,127,291 | -13.6% | 112,615 | -1.9% | 0.68% | -41.0% |
| Q2 2022 | $2,461,349 | -13.9% | 114,802 | +0.2% | 1.15% | -15.8% |
| Q1 2022 | $2,858,648 | -4.8% | 114,575 | -0.3% | 1.37% | +2.8% |
| Q4 2021 | $3,001,632 | – | 114,961 | – | 1.33% | – |
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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% |