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 | $261,087,524 | +12.7% | 7,264,539 | +15.3% | 2.61% | -1.7% |
| Q1 2024 | $231,616,279 | +11.4% | 6,302,484 | +4.1% | 2.66% | -0.9% |
| Q4 2023 | $207,968,133 | +14.3% | 6,052,623 | +8.5% | 2.68% | -1.3% |
| Q3 2023 | $182,001,527 | +11.2% | 5,579,446 | +12.0% | 2.72% | +6.1% |
| Q2 2023 | $163,641,869 | +13.8% | 4,981,488 | +11.6% | 2.56% | -4.4% |
| Q1 2023 | $143,826,413 | +18.4% | 4,462,501 | +7.7% | 2.68% | -9.8% |
| Q4 2022 | $121,487,192 | +26.0% | 4,141,701 | +10.6% | 2.97% | -1.2% |
| Q3 2022 | $96,434,000 | +2.4% | 3,743,542 | +14.8% | 3.00% | +5.2% |
| Q2 2022 | $94,180,000 | -8.9% | 3,259,962 | +5.5% | 2.86% | -15.7% |
| Q1 2022 | $103,407,000 | +10.2% | 3,088,626 | +8.0% | 3.39% | +11.6% |
| Q4 2021 | $93,820,000 | +9.2% | 2,858,622 | +8.9% | 3.04% | -3.2% |
| Q3 2021 | $85,923,000 | – | 2,624,016 | – | 3.13% | – |
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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% |