DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,378,475 | -65.6% | 72,404 | -66.3% | 0.50% | -70.5% |
| Q1 2023 | $6,914,551 | +23.5% | 214,538 | +16.5% | 1.68% | +21.0% |
| Q4 2022 | $5,599,024 | +15.9% | 184,178 | +9.3% | 1.39% | +8.7% |
| Q3 2022 | $4,832,000 | +28.9% | 168,491 | +29.9% | 1.28% | +16.9% |
| Q2 2022 | $3,748,000 | +251.9% | 129,726 | +299.8% | 1.10% | +231.1% |
| Q4 2021 | $1,065,000 | +45.9% | 32,450 | +45.6% | 0.33% | +31.9% |
| Q3 2021 | $730,000 | – | 22,290 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |