DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 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 2023 | $794,280 | -44.0% | 24,179 | -45.0% | 0.00% | +33.3% |
| Q1 2023 | $1,418,088 | +18.0% | 43,999 | +11.3% | 0.00% | 0.0% |
| Q4 2022 | $1,202,229 | +10.2% | 39,547 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $1,091,000 | -16.4% | 42,345 | -6.3% | 0.00% | 0.0% |
| Q2 2022 | $1,305,000 | -14.1% | 45,173 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,519,000 | +29.1% | 45,368 | +26.5% | 0.00% | 0.0% |
| Q4 2021 | $1,177,000 | +2.8% | 35,870 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $1,145,000 | – | 34,955 | – | 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% |