DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 299 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,899 | +0.5% | 39,114 | +1.2% | 0.19% | +1.1% |
| Q2 2023 | $1,269,291 | +0.2% | 38,639 | -1.7% | 0.19% | -6.9% |
| Q1 2023 | $1,267,348 | +6.8% | 39,322 | +0.8% | 0.20% | -2.9% |
| Q4 2022 | $1,186,147 | +20.3% | 39,018 | +2.0% | 0.21% | +8.3% |
| Q3 2022 | $986,000 | -19.8% | 38,261 | -10.0% | 0.19% | -20.3% |
| Q2 2022 | $1,229,000 | +164.9% | 42,530 | +206.6% | 0.24% | +180.2% |
| Q1 2022 | $464,000 | – | 13,870 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |