DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,770,155 | -3.1% | 51,518 | -8.0% | 0.53% | -9.0% |
| Q3 2023 | $1,826,312 | -0.5% | 55,987 | +0.2% | 0.58% | -1.2% |
| Q2 2023 | $1,835,487 | +2.3% | 55,875 | +0.4% | 0.59% | -2.7% |
| Q1 2023 | $1,793,623 | +4.7% | 55,651 | -1.3% | 0.60% | -2.7% |
| Q4 2022 | $1,713,221 | +2.2% | 56,356 | -13.4% | 0.62% | -5.6% |
| Q3 2022 | $1,677,000 | -10.8% | 65,090 | +0.1% | 0.66% | -4.5% |
| Q2 2022 | $1,879,000 | -28.4% | 65,038 | -17.0% | 0.69% | -17.8% |
| Q1 2022 | $2,625,000 | +1.9% | 78,391 | -0.1% | 0.84% | -0.4% |
| Q4 2021 | $2,575,000 | – | 78,446 | – | 0.84% | – |
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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% |