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 | $56,116,144 | +3.8% | 1,720,299 | +4.5% | 2.20% | +1.0% |
| Q2 2023 | $54,076,251 | +4.4% | 1,646,157 | +2.4% | 2.18% | -3.2% |
| Q1 2023 | $51,807,696 | +11.2% | 1,607,437 | +4.9% | 2.25% | +2.4% |
| Q4 2022 | $46,599,120 | +26.0% | 1,532,866 | +6.8% | 2.20% | +13.3% |
| Q3 2022 | $36,971,000 | -8.2% | 1,435,209 | +2.9% | 1.94% | -8.4% |
| Q2 2022 | $40,280,000 | -7.2% | 1,394,246 | +7.5% | 2.11% | -2.3% |
| Q1 2022 | $43,411,000 | +28.9% | 1,296,613 | +26.4% | 2.16% | +28.7% |
| Q4 2021 | $33,676,000 | +7.1% | 1,026,091 | +6.9% | 1.68% | -6.1% |
| Q3 2021 | $31,433,000 | – | 959,925 | – | 1.79% | – |
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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% |