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 | $28,554,269 | +13.9% | 875,361 | +14.7% | 1.92% | +18.3% |
| Q2 2023 | $25,071,992 | -49.1% | 763,227 | -50.0% | 1.62% | -3.6% |
| Q1 2023 | $49,238,754 | +122.4% | 1,527,730 | +109.8% | 1.68% | +7.8% |
| Q4 2022 | $22,139,140 | +123.8% | 728,261 | +89.7% | 1.56% | +92.4% |
| Q3 2022 | $9,891,000 | +32.7% | 383,965 | +51.2% | 0.81% | +44.8% |
| Q2 2022 | $7,453,000 | -59.2% | 254,018 | -53.4% | 0.56% | -55.8% |
| Q1 2022 | $18,256,000 | +87.6% | 545,295 | +83.9% | 1.27% | +83.5% |
| Q4 2021 | $9,731,000 | – | 296,510 | – | 0.69% | – |
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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% |