DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 399 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,061,353 | -2.4% | 85,180 | -0.2% | 0.14% | -2.7% |
| Q1 2024 | $3,135,530 | -87.3% | 85,321 | -88.1% | 0.15% | -88.3% |
| Q4 2023 | $24,725,498 | +5.8% | 719,601 | +0.5% | 1.27% | -8.4% |
| Q3 2023 | $23,362,344 | -1.2% | 716,197 | -0.5% | 1.38% | -3.1% |
| Q2 2023 | $23,652,819 | +1.8% | 720,025 | -0.2% | 1.43% | -4.9% |
| Q1 2023 | $23,245,532 | +5.3% | 721,239 | -0.7% | 1.50% | -5.6% |
| Q4 2022 | $22,078,545 | +11.5% | 726,268 | -5.6% | 1.59% | -5.5% |
| Q3 2022 | $19,809,000 | +1.0% | 768,978 | +13.3% | 1.69% | -2.3% |
| Q2 2022 | $19,616,000 | -14.2% | 679,006 | -0.6% | 1.73% | -9.6% |
| Q1 2022 | $22,860,000 | -1.0% | 682,800 | -3.0% | 1.91% | -4.7% |
| Q4 2021 | $23,097,000 | -0.6% | 703,758 | -0.9% | 2.00% | -18.9% |
| Q3 2021 | $23,243,000 | – | 709,833 | – | 2.47% | – |
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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% |