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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,062,587 | -7.3% | 93,887 | -6.6% | 0.62% | -21.8% |
| Q2 2023 | $3,302,194 | -0.9% | 100,523 | -2.7% | 0.80% | -14.9% |
| Q1 2023 | $3,330,907 | +13.4% | 103,348 | +7.0% | 0.94% | -6.3% |
| Q4 2022 | $2,937,585 | +0.0% | 96,631 | -0.2% | 1.00% | +0.8% |
| Q3 2022 | $2,937,000 | -14.3% | 96,862 | -18.4% | 0.99% | -41.0% |
| Q2 2022 | $3,429,000 | -43.0% | 118,685 | -33.9% | 1.68% | -54.6% |
| Q1 2022 | $6,012,000 | -10.5% | 179,574 | -12.3% | 3.70% | -27.5% |
| Q4 2021 | $6,719,000 | -4.9% | 204,726 | -2.3% | 5.11% | -3.4% |
| Q3 2021 | $7,063,000 | – | 209,597 | – | 5.29% | – |
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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% |