DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 399 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,739,212 | +4.2% | 270,985 | +6.6% | 0.01% | 0.0% |
| Q1 2024 | $9,346,204 | +15.6% | 254,318 | +8.1% | 0.01% | 0.0% |
| Q4 2023 | $8,083,359 | +8.9% | 235,255 | +3.4% | 0.01% | 0.0% |
| 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. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |