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 | $32,834,966 | +12.7% | 1,006,590 | +13.5% | 0.01% | +10.0% |
| Q2 2023 | $29,135,486 | +25.8% | 886,925 | +23.4% | 0.01% | +25.0% |
| Q1 2023 | $23,157,384 | +277.5% | 718,504 | +256.1% | 0.01% | +300.0% |
| Q4 2022 | $6,133,626 | +623.3% | 201,764 | +512.9% | 0.00% | – |
| Q3 2022 | $848,000 | +16.0% | 32,919 | +30.0% | 0.00% | – |
| Q2 2022 | $731,000 | -17.0% | 25,318 | -3.8% | 0.00% | – |
| Q1 2022 | $881,000 | +6.4% | 26,315 | +4.3% | 0.00% | – |
| Q4 2021 | $828,000 | +100.5% | 25,241 | +100.1% | 0.00% | – |
| Q3 2021 | $413,000 | – | 12,612 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |