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 | $1,639,300 | -5.8% | 45,612 | -3.7% | 0.13% | -6.5% |
| Q1 2024 | $1,740,730 | -1.5% | 47,367 | -7.9% | 0.14% | -8.0% |
| Q4 2023 | $1,766,946 | +4.5% | 51,424 | -0.8% | 0.15% | -6.2% |
| Q3 2023 | $1,690,974 | -5.9% | 51,839 | -5.2% | 0.16% | -1.2% |
| Q2 2023 | $1,796,157 | -3.4% | 54,678 | -5.2% | 0.16% | -7.4% |
| Q1 2023 | $1,859,472 | +6.7% | 57,694 | +0.6% | 0.18% | +2.3% |
| Q4 2022 | $1,743,275 | +21.3% | 57,345 | +2.8% | 0.17% | +8.2% |
| Q3 2022 | $1,437,000 | -10.1% | 55,773 | +0.8% | 0.16% | -6.5% |
| Q2 2022 | $1,598,000 | -12.5% | 55,306 | +1.4% | 0.17% | -1.7% |
| Q1 2022 | $1,826,000 | +2.1% | 54,548 | +0.1% | 0.17% | +1.8% |
| Q4 2021 | $1,789,000 | +2.3% | 54,515 | +2.1% | 0.17% | -5.6% |
| Q3 2021 | $1,748,000 | – | 53,396 | – | 0.18% | – |
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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% |