DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 439 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,083,957 | +12.8% | 1,498,189 | +12.9% | 9.14% | -0.3% |
| Q1 2024 | $33,769,294 | +3.2% | 1,327,409 | -0.9% | 9.17% | -3.3% |
| Q4 2023 | $32,722,527 | +55.4% | 1,339,989 | +43.3% | 9.48% | -3.0% |
| Q3 2023 | $21,058,554 | -12.6% | 935,105 | -9.5% | 9.78% | -7.6% |
| Q2 2023 | $24,085,700 | +1.9% | 1,033,278 | +0.8% | 10.58% | -2.9% |
| Q1 2023 | $23,628,014 | +4.8% | 1,024,632 | -1.8% | 10.90% | -3.1% |
| Q4 2022 | $22,536,048 | – | 1,043,336 | – | 11.25% | – |
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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% |