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 | $375,742,063 | +1.3% | 11,518,763 | +2.0% | 5.32% | +0.8% |
| Q2 2023 | $370,953,429 | +12.6% | 11,292,342 | +4.2% | 5.28% | -11.8% |
| Q1 2023 | $329,314,437 | 0.0% | 10,832,712 | 0.0% | 5.99% | +0.0% |
| Q4 2022 | $329,314,437 | +23.4% | 10,832,712 | +4.6% | 5.98% | +9.8% |
| Q3 2022 | $266,892,000 | -10.2% | 10,360,725 | +0.7% | 5.45% | -7.2% |
| Q2 2022 | $297,370,000 | -10.9% | 10,293,171 | +3.2% | 5.87% | -10.7% |
| Q1 2022 | $333,839,000 | +2.6% | 9,971,337 | +0.6% | 6.58% | +4.7% |
| Q4 2021 | $325,288,000 | +2.4% | 9,911,284 | +2.2% | 6.29% | -3.4% |
| Q3 2021 | $317,696,000 | – | 9,702,124 | – | 6.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |