DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 422 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $720,717,446 | +6.3% | 18,352,876 | +10.7% | 7.21% | -7.3% |
| Q1 2024 | $678,265,288 | +12.0% | 16,583,503 | +1.9% | 7.78% | -0.3% |
| Q4 2023 | $605,636,067 | +19.8% | 16,271,791 | +9.5% | 7.81% | +3.5% |
| Q3 2023 | $505,546,911 | +6.3% | 14,860,286 | +7.8% | 7.54% | +1.4% |
| Q2 2023 | $475,776,715 | +12.1% | 13,790,629 | +8.8% | 7.44% | -5.8% |
| Q1 2023 | $424,315,163 | +36.4% | 12,673,690 | +34.1% | 7.90% | +4.0% |
| Q4 2022 | $311,085,296 | +19.7% | 9,452,905 | +7.7% | 7.60% | -6.1% |
| Q3 2022 | $259,951,000 | -0.3% | 8,779,173 | +6.4% | 8.10% | +2.4% |
| Q2 2022 | $260,823,000 | – | 8,253,900 | – | 7.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |