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 | $4,604,571 | +6.3% | 141,158 | +7.1% | 1.66% | +5.6% |
| Q2 2023 | $4,330,938 | +3.1% | 131,840 | +1.2% | 1.57% | -2.1% |
| Q1 2023 | $4,198,811 | +3.9% | 130,276 | -2.0% | 1.60% | -7.3% |
| Q4 2022 | $4,039,765 | +48.5% | 132,887 | +25.8% | 1.73% | +43.8% |
| Q3 2022 | $2,721,000 | -8.3% | 105,648 | +2.9% | 1.20% | -6.5% |
| Q2 2022 | $2,966,000 | +21.3% | 102,656 | +37.8% | 1.29% | +13.1% |
| Q4 2021 | $2,445,000 | +12.4% | 74,483 | +12.1% | 1.14% | +5.3% |
| Q3 2021 | $2,176,000 | – | 66,458 | – | 1.08% | – |
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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% |