DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 421 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,334,681 | -15.9% | 68,627 | -14.6% | 0.24% | -16.8% |
| Q2 2023 | $2,777,148 | -0.4% | 80,401 | -3.5% | 0.28% | -10.4% |
| Q1 2023 | $2,788,754 | +10.9% | 83,296 | +10.9% | 0.32% | -0.9% |
| Q4 2022 | $2,515,080 | +236.7% | 75,122 | +198.0% | 0.32% | +184.1% |
| Q3 2022 | $747,000 | -8.2% | 25,211 | -2.2% | 0.11% | -13.7% |
| Q2 2022 | $814,000 | – | 25,765 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,466,744 | $149,546,573 | 39.10% |
| Equius Partners, Inc. | 2,969,692 | $99,425,289 | 30.70% |
| TFO Wealth Partners, LLC | 4,581,189 | $111,231,275 | 25.68% |
| Meritas Wealth Management, LLC | 862,902 | $28,889,959 | 23.86% |
| Team Hewins, LLC | 1,309,340 | $43,836,688 | 23.77% |
| M Financial Asset Management, Inc. | 186,127 | $6,257 | 22.85% |
| ML & R WEALTH MANAGEMENT LLC | 2,053,302 | $68,744,543 | 20.55% |
| DIXON FNANCIAL SERVICES, INC. | 825,688 | $27,644,034 | 19.53% |
| Disciplined Equity Management, Inc. | 584,868 | $19,581 | 17.32% |
| Index Fund Advisors, Inc. | 7,237,320 | $242,305 | 17.04% |