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 | $1,003,093 | +2.0% | 30,751 | +2.7% | 0.05% | +2.2% |
| Q2 2023 | $983,524 | +20.4% | 29,940 | +18.1% | 0.04% | +15.4% |
| Q1 2023 | $816,961 | +0.1% | 25,348 | -5.6% | 0.04% | -13.3% |
| Q4 2022 | $816,301 | +19.2% | 26,852 | +0.9% | 0.04% | +2.3% |
| Q3 2022 | $685,000 | -11.4% | 26,607 | -0.6% | 0.04% | -10.2% |
| Q2 2022 | $773,000 | -13.7% | 26,767 | 0.0% | 0.05% | +6.5% |
| Q1 2022 | $896,000 | +2.1% | 26,767 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $878,000 | -18.9% | 26,767 | -19.1% | 0.05% | -22.6% |
| Q3 2021 | $1,083,000 | – | 33,081 | – | 0.06% | – |
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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% |