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 | $32,718,914 | +10.1% | 1,003,032 | +10.8% | 0.02% | +9.5% |
| Q2 2023 | $29,728,412 | +8.8% | 904,975 | +6.8% | 0.02% | 0.0% |
| Q1 2023 | $27,315,200 | +35.8% | 847,509 | +28.1% | 0.02% | +23.5% |
| Q4 2022 | $20,111,740 | +24.2% | 661,570 | +5.2% | 0.02% | +6.2% |
| Q3 2022 | $16,195,000 | +38.3% | 628,696 | +55.1% | 0.02% | +45.5% |
| Q2 2022 | $11,713,000 | -2.4% | 405,442 | +10.9% | 0.01% | +10.0% |
| Q4 2021 | $11,996,000 | -61.9% | 365,515 | -62.0% | 0.01% | -66.7% |
| Q3 2021 | $31,477,000 | – | 961,292 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |