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 | $3,070,260 | -2.9% | 94,122 | -2.2% | 0.65% | +0.3% |
| Q2 2023 | $3,161,452 | -0.7% | 96,239 | -2.6% | 0.65% | -5.0% |
| Q1 2023 | $3,184,872 | -5.1% | 98,817 | -10.5% | 0.68% | -11.1% |
| Q4 2022 | $3,356,130 | +14.2% | 110,399 | -3.3% | 0.76% | -5.1% |
| Q3 2022 | $2,940,000 | -10.4% | 114,115 | +0.5% | 0.81% | -8.6% |
| Q2 2022 | $3,280,000 | +139.2% | 113,539 | +177.2% | 0.88% | +41.3% |
| Q1 2022 | $1,371,000 | -64.4% | 40,959 | -65.1% | 0.62% | -42.5% |
| Q4 2021 | $3,855,000 | -6.3% | 117,458 | -6.5% | 1.09% | -21.5% |
| Q3 2021 | $4,114,000 | – | 125,650 | – | 1.38% | – |
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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% |