DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $54,077,652 | +2.6% | 2,127,366 | +2.7% | 12.84% | -9.8% |
| Q1 2024 | $52,721,587 | +8.8% | 2,072,389 | +4.4% | 14.23% | -1.1% |
| Q4 2023 | $48,475,724 | +12.9% | 1,985,083 | +4.1% | 14.40% | -5.4% |
| Q3 2023 | $42,948,784 | -0.1% | 1,907,140 | +3.4% | 15.21% | +3.7% |
| Q2 2023 | $42,981,420 | +3.3% | 1,843,905 | +2.2% | 14.68% | -0.3% |
| Q1 2023 | $41,607,061 | +0.8% | 1,804,296 | -5.6% | 14.72% | -8.6% |
| Q4 2022 | $41,264,129 | +19.2% | 1,910,376 | +4.3% | 16.11% | +2.3% |
| Q3 2022 | $34,608,253 | -11.0% | 1,832,094 | +1.0% | 15.75% | -7.0% |
| Q2 2022 | $38,888,385 | -8.8% | 1,813,824 | +6.1% | 16.94% | -3.2% |
| Q1 2022 | $42,638,877 | -1.9% | 1,708,973 | +2.7% | 17.49% | -0.5% |
| Q4 2021 | $43,452,549 | – | 1,664,211 | – | 17.58% | – |
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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% |