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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,059,317 | +35.6% | 369,691 | +36.6% | 1.20% | +31.4% |
| Q2 2023 | $8,892,988 | +15.7% | 270,715 | +10.4% | 0.92% | +10.8% |
| Q1 2023 | $7,689,049 | +0.8% | 245,280 | -2.2% | 0.83% | -0.1% |
| Q4 2022 | $7,625,626 | +17.6% | 250,843 | -0.4% | 0.83% | +9.0% |
| Q3 2022 | $6,487,000 | +4.1% | 251,801 | +16.7% | 0.76% | +11.6% |
| Q2 2022 | $6,234,000 | -16.1% | 215,775 | -2.8% | 0.68% | -3.8% |
| Q1 2022 | $7,430,000 | -0.6% | 221,903 | -2.6% | 0.71% | +4.6% |
| Q4 2021 | $7,475,000 | +0.5% | 227,759 | +0.2% | 0.68% | -6.4% |
| Q3 2021 | $7,440,000 | – | 227,211 | – | 0.72% | – |
Download | ||||||
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% |