DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 391 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,727,607 | -2.1% | 6,811,511 | -0.7% | 12.40% | -2.9% |
| Q2 2023 | $236,718,860 | +2.7% | 6,861,416 | -0.4% | 12.77% | -1.5% |
| Q1 2023 | $230,602,122 | -0.7% | 6,887,758 | -0.7% | 12.96% | -5.4% |
| Q4 2022 | $232,318,977 | +12.7% | 6,939,038 | -0.3% | 13.70% | -0.3% |
| Q3 2022 | $206,122,000 | -7.0% | 6,961,240 | -0.8% | 13.75% | -1.6% |
| Q2 2022 | $221,703,000 | – | 7,015,921 | – | 13.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,598,312 | $156,434,560 | 30.36% |
| Meritas Wealth Management, LLC | 869,257 | $29,572,119 | 22.66% |
| ML & R WEALTH MANAGEMENT LLC | 2,183,057 | $74,267,604 | 19.39% |
| DIXON FNANCIAL SERVICES, INC. | 807,688 | $27,477,546 | 18.55% |
| Heritage Wealth Management, Inc./Texas | 548,951 | $18,675,333 | 16.95% |
| Disciplined Equity Management, Inc. | 591,641 | $20,127,627 | 16.83% |
| Index Fund Advisors, Inc. | 6,930,000 | $235,758,592 | 15.66% |
| Plancorp, LLC | 6,811,511 | $231,727,607 | 12.40% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,651,814 | $56,194,711 | 11.64% |
| WorthPointe, LLC | 579,573 | $19,717,073 | 11.62% |