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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,031 | +14.4% | 153,151 | +12.2% | 16.21% | +4.1% |
| Q1 2023 | $4,399 | +5.0% | 136,495 | -0.5% | 15.57% | +1.8% |
| Q4 2022 | $4,190 | -99.9% | 137,215 | +2.3% | 15.30% | +3.4% |
| Q3 2022 | $3,456,000 | -11.0% | 134,159 | -0.2% | 14.80% | -9.3% |
| Q2 2022 | $3,884,000 | -16.2% | 134,451 | -2.9% | 16.31% | -15.1% |
| Q1 2022 | $4,637,000 | +3.4% | 138,509 | +1.3% | 19.21% | +1.0% |
| Q4 2021 | $4,486,000 | +45.2% | 136,691 | +44.9% | 19.02% | +27.2% |
| Q3 2021 | $3,090,000 | – | 94,352 | – | 14.95% | – |
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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% |