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 | $912,946 | -4.3% | 23,247 | -0.4% | 0.43% | -6.2% |
| Q1 2024 | $954,307 | +15.6% | 23,333 | +5.2% | 0.46% | +9.1% |
| Q4 2023 | $825,741 | +14.9% | 22,185 | +5.1% | 0.42% | +1.0% |
| Q3 2023 | $718,436 | +13.2% | 21,118 | +14.8% | 0.41% | +20.4% |
| Q2 2023 | $634,502 | +9.0% | 18,391 | +5.7% | 0.34% | -2.3% |
| Q1 2023 | $582,275 | +12.1% | 17,392 | +12.1% | 0.35% | +7.0% |
| Q4 2022 | $519,455 | +127.8% | 15,515 | +101.8% | 0.33% | +96.4% |
| Q3 2022 | $228,000 | – | 7,690 | – | 0.17% | – |
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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% |