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 | $84,831,994 | +0.7% | 2,600,613 | +1.4% | 4.54% | -0.1% |
| Q2 2023 | $84,233,718 | +4.0% | 2,564,192 | +2.1% | 4.54% | -0.2% |
| Q1 2023 | $80,976,947 | +7.4% | 2,512,471 | +1.3% | 4.55% | +2.4% |
| Q4 2022 | $75,381,887 | +26.7% | 2,479,667 | +7.3% | 4.45% | +12.0% |
| Q3 2022 | $59,503,000 | -10.8% | 2,309,896 | +0.1% | 3.97% | -5.5% |
| Q2 2022 | $66,672,000 | -15.6% | 2,307,772 | -2.2% | 4.20% | -18.2% |
| Q1 2022 | $78,969,000 | +8.1% | 2,358,691 | +6.0% | 5.14% | +10.9% |
| Q4 2021 | $73,040,000 | +6.8% | 2,225,457 | +6.5% | 4.63% | -2.1% |
| Q3 2021 | $68,401,000 | – | 2,088,894 | – | 4.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |