DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 307 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $62,087,004 | +2.5% | 1,727,518 | +4.9% | 0.09% | -2.2% |
| Q1 2024 | $60,546,926 | -14.6% | 1,647,535 | -20.1% | 0.09% | -21.7% |
| Q4 2023 | $70,865,016 | +17.3% | 2,062,428 | +11.3% | 0.12% | +4.5% |
| Q3 2023 | $60,433,620 | +24.1% | 1,852,655 | +25.0% | 0.11% | +27.9% |
| Q2 2023 | $48,686,105 | +284.6% | 1,482,073 | +277.3% | 0.09% | +258.3% |
| Q1 2023 | $12,658,996 | +20.2% | 392,771 | +13.3% | 0.02% | +14.3% |
| Q4 2022 | $10,535,366 | +61.0% | 346,560 | +36.5% | 0.02% | +40.0% |
| Q3 2022 | $6,542,000 | +40.8% | 253,953 | +57.9% | 0.02% | +50.0% |
| Q2 2022 | $4,646,000 | +47.4% | 160,833 | +70.8% | 0.01% | +66.7% |
| Q1 2022 | $3,153,000 | +75.5% | 94,187 | +72.0% | 0.01% | +100.0% |
| Q4 2021 | $1,797,000 | +7.2% | 54,744 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $1,677,000 | – | 51,217 | – | 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% |