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 | $53,372,321 | -1.3% | 1,636,148 | -0.6% | 1.89% | +2.2% |
| Q2 2023 | $54,092,596 | +1.0% | 1,646,704 | -0.9% | 1.85% | -2.3% |
| Q1 2023 | $53,574,990 | +6.6% | 1,662,398 | +0.6% | 1.89% | -24.0% |
| Q4 2022 | $50,254,940 | +30.3% | 1,653,251 | +10.4% | 2.49% | +11.9% |
| Q3 2022 | $38,565,000 | +17.6% | 1,497,071 | +31.9% | 2.22% | +21.1% |
| Q2 2022 | $32,792,000 | +3.5% | 1,135,080 | +19.9% | 1.84% | +14.5% |
| Q1 2022 | $31,693,000 | +7.0% | 946,619 | +4.9% | 1.60% | +10.9% |
| Q4 2021 | $29,624,000 | +2.4% | 902,621 | +2.2% | 1.45% | -6.5% |
| Q3 2021 | $28,924,000 | – | 883,321 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |