Pathstone Holdings, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 455 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$83,139,727
-0.4%
3,270,642
-0.4%
0.38%
-3.6%
Q1 2024$83,499,849
+3.1%
3,282,227
-1.0%
0.39%
-10.4%
Q4 2023$80,979,5873,316,0280.43%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Geometric Wealth Advisors 7,310,936$185,843,99338.17%
Financial Symmetry Inc 1,333,531$33,898,34626.36%
Core Wealth Management, Inc. 2,262,878$57,522,35523.34%
Trellis Wealth Advisors LLC 1,467,569$37,305,60520.48%
MONOGRAPH WEALTH ADVISORS, LLC 5,510,306$140,071,96920.47%
Creative Capital Management Investments LLC 1,527,952$38,840,54018.87%
New Capital Management LP 2,138,175$54,352,39616.68%
Onyx Financial Advisors, LLC 1,007,514$25,611,01415.34%
ShankerValleau Wealth Advisors, Inc. 1,372,916$34,899,52414.94%
BAKER BOYER NATIONAL BANK 1,666,866$42,371,73314.80%
View complete list of DIMENSIONAL ETF TRUST shareholders