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 | $3,420,413 | -0.7% | 104,856 | -0.0% | 0.36% | -4.5% |
| Q2 2023 | $3,445,811 | +1.9% | 104,895 | +0.0% | 0.38% | -9.7% |
| Q1 2023 | $3,380,001 | +5.8% | 104,871 | -0.2% | 0.42% | -13.0% |
| Q4 2022 | $3,193,741 | +18.0% | 105,057 | +0.0% | 0.48% | -21.8% |
| Q3 2022 | $2,706,000 | -4.1% | 105,033 | +7.5% | 0.62% | -14.9% |
| Q2 2022 | $2,822,000 | -13.4% | 97,685 | +0.3% | 0.73% | -12.1% |
| Q1 2022 | $3,260,000 | +7.0% | 97,383 | +4.9% | 0.83% | -3.0% |
| Q4 2021 | $3,047,000 | – | 92,840 | – | 0.85% | – |
Download | ||||||
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% |