DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 473 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,120,255 | -4.7% | 28,527 | -0.7% | 0.01% | -7.7% |
| Q1 2024 | $1,174,934 | +13.7% | 28,727 | +3.4% | 0.01% | -7.1% |
| Q4 2023 | $1,033,711 | +129.6% | 27,773 | +109.9% | 0.01% | +100.0% |
| Q3 2023 | $450,153 | +308.1% | 13,232 | +313.9% | 0.01% | +250.0% |
| Q2 2023 | $110,297 | +22.2% | 3,197 | +18.5% | 0.00% | +100.0% |
| Q1 2023 | $90,296 | -19.5% | 2,697 | -19.5% | 0.00% | -50.0% |
| Q4 2022 | $112,191 | +13.3% | 3,351 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $99,000 | -25.0% | 3,351 | -19.8% | 0.00% | 0.0% |
| Q2 2022 | $132,000 | – | 4,178 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |