DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 399 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $131,841,896 | -1.6% | 3,668,389 | +0.6% | 7.46% | +0.8% |
| Q1 2024 | $133,979,586 | +5.5% | 3,645,703 | -1.3% | 7.40% | -0.8% |
| Q4 2023 | $126,957,077 | +5.8% | 3,694,909 | +0.4% | 7.46% | -6.4% |
| Q3 2023 | $120,006,088 | +0.1% | 3,678,911 | +0.8% | 7.97% | +1.6% |
| Q2 2023 | $119,938,055 | +2.2% | 3,651,082 | +0.2% | 7.85% | -2.2% |
| Q1 2023 | $117,403,457 | +105073.8% | 3,642,676 | -0.8% | 8.02% | +2.2% |
| Q4 2022 | $111,628 | -99.9% | 3,671,968 | +11.9% | 7.85% | +19.9% |
| Q3 2022 | $84,502,000 | -19.3% | 3,280,367 | -9.5% | 6.54% | -17.5% |
| Q2 2022 | $104,699,000 | -13.7% | 3,624,049 | -0.0% | 7.93% | -4.2% |
| Q1 2022 | $121,364,000 | +2.1% | 3,624,983 | +0.1% | 8.28% | -2.1% |
| Q4 2021 | $118,897,000 | – | 3,622,699 | – | 8.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |