DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,281 | -69.8% | 11,382 | -69.6% | 0.05% | -70.1% |
| Q2 2023 | $1,230,376 | +3.2% | 37,454 | +1.3% | 0.17% | -4.0% |
| Q1 2023 | $1,192,166 | +20.6% | 36,989 | +13.7% | 0.17% | +11.5% |
| Q4 2022 | $988,838 | +15.0% | 32,528 | -2.6% | 0.16% | +9.1% |
| Q3 2022 | $860,000 | -12.5% | 33,390 | +13.6% | 0.14% | +18.2% |
| Q1 2022 | $983,000 | +7.8% | 29,387 | +5.7% | 0.12% | +12.0% |
| Q4 2021 | $912,000 | – | 27,800 | – | 0.11% | – |
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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% |