DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,677,933 | +3.7% | 130,160 | +6.0% | 0.01% | 0.0% |
| Q1 2024 | $4,512,163 | +9.3% | 122,780 | +2.2% | 0.01% | -10.0% |
| Q4 2023 | $4,129,190 | +8.3% | 120,174 | +2.8% | 0.01% | 0.0% |
| Q3 2023 | $3,812,802 | +5.2% | 116,885 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $3,623,719 | +103316.6% | 110,311 | +1.5% | 0.01% | 0.0% |
| Q1 2023 | $3,504 | +5.9% | 108,722 | -0.1% | 0.01% | -9.1% |
| Q4 2022 | $3,308 | -99.9% | 108,788 | -31.3% | 0.01% | -31.2% |
| Q3 2022 | $4,080,000 | +6.3% | 158,384 | +19.2% | 0.02% | 0.0% |
| Q2 2022 | $3,837,000 | +74.8% | 132,818 | +102.6% | 0.02% | +100.0% |
| Q1 2022 | $2,195,000 | +316.5% | 65,572 | +308.2% | 0.01% | +300.0% |
| Q4 2021 | $527,000 | – | 16,064 | – | 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% |