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 | $1,819,315 | -0.7% | 55,773 | 0.0% | 0.34% | -6.8% |
| Q2 2023 | $1,832,143 | +1.9% | 55,773 | 0.0% | 0.37% | -8.0% |
| Q1 2023 | $1,797,564 | +6.0% | 55,773 | -0.1% | 0.40% | +2.8% |
| Q4 2022 | $1,696,533 | +19.9% | 55,807 | +1.6% | 0.39% | +2.1% |
| Q3 2022 | $1,415,000 | -17.2% | 54,917 | -7.1% | 0.38% | -20.0% |
| Q2 2022 | $1,708,000 | -6.9% | 59,137 | +8.0% | 0.48% | +8.2% |
| Q1 2022 | $1,834,000 | +2.1% | 54,767 | 0.0% | 0.44% | +1.9% |
| Q4 2021 | $1,797,000 | +0.2% | 54,767 | 0.0% | 0.43% | -12.9% |
| Q3 2021 | $1,793,000 | – | 54,767 | – | 0.50% | – |
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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% |