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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,480 | +0.8% | 275,979 | -4.3% | 0.51% | +0.4% |
| Q3 2023 | $9,403 | -4.9% | 288,244 | -4.2% | 0.51% | -2.7% |
| Q2 2023 | $9,883 | -5.4% | 300,853 | -7.3% | 0.52% | -9.0% |
| Q1 2023 | $10,449 | +3.4% | 324,555 | -2.4% | 0.58% | -3.7% |
| Q4 2022 | $10,106 | -99.9% | 332,427 | +4.2% | 0.60% | +8.1% |
| Q3 2022 | $8,216,000 | -15.6% | 318,939 | -5.3% | 0.55% | -15.6% |
| Q2 2022 | $9,735,000 | -5.2% | 336,956 | +9.9% | 0.66% | +1.4% |
| Q1 2022 | $10,268,000 | +23.7% | 306,678 | +21.3% | 0.65% | +22.3% |
| Q4 2021 | $8,299,000 | +3.4% | 252,864 | +3.4% | 0.53% | 0.0% |
| Q3 2021 | $8,025,000 | – | 244,513 | – | 0.53% | – |
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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% |