DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,995,087 | +1.2% | 55,512 | +3.5% | 0.03% | -3.7% |
| Q1 2024 | $1,971,122 | +10.0% | 53,636 | +2.9% | 0.03% | -3.6% |
| Q4 2023 | $1,791,453 | +16.9% | 52,138 | +11.0% | 0.03% | +3.7% |
| Q3 2023 | $1,532,192 | +3.8% | 46,970 | +4.6% | 0.03% | 0.0% |
| Q2 2023 | $1,475,535 | +6.0% | 44,917 | +4.0% | 0.03% | +3.8% |
| Q1 2023 | $1,392,572 | +12.7% | 43,207 | +6.3% | 0.03% | +4.0% |
| Q4 2022 | $1,235,365 | -72.2% | 40,637 | -76.5% | 0.02% | -74.5% |
| Q3 2022 | $4,448,000 | -7.1% | 172,687 | +4.2% | 0.10% | -2.0% |
| Q2 2022 | $4,788,000 | +351.7% | 165,729 | +423.3% | 0.10% | +426.3% |
| Q1 2022 | $1,060,000 | – | 31,667 | – | 0.02% | – |
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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% |