DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,421,326 | +5.9% | 227,508 | +6.6% | 0.01% | 0.0% |
| Q2 2023 | $7,009,566 | -38.0% | 213,381 | -39.2% | 0.01% | -40.0% |
| Q1 2023 | $11,307,675 | +106.6% | 350,843 | +94.9% | 0.01% | +100.0% |
| Q4 2022 | $5,473,611 | +50.5% | 180,053 | +27.5% | 0.01% | +25.0% |
| Q3 2022 | $3,638,000 | +1.6% | 141,222 | +14.0% | 0.00% | 0.0% |
| Q2 2022 | $3,580,000 | +160.7% | 123,929 | +202.2% | 0.00% | +300.0% |
| Q1 2022 | $1,373,000 | – | 41,009 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |