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. | 1,453,013 | $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% |