DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 473 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,638,337 | -11.6% | 41,720 | -7.9% | 0.92% | -14.8% |
| Q1 2024 | $1,853,065 | +1.9% | 45,307 | -7.3% | 1.07% | -3.6% |
| Q4 2023 | $1,818,324 | -2.7% | 48,853 | -11.1% | 1.11% | -9.8% |
| Q3 2023 | $1,869,080 | +11.9% | 54,941 | +13.4% | 1.24% | +13.9% |
| Q2 2023 | $1,670,887 | +9.1% | 48,431 | +5.9% | 1.08% | +9.1% |
| Q1 2023 | $1,530,971 | +24.1% | 45,728 | +24.1% | 0.99% | +19.8% |
| Q4 2022 | $1,233,256 | +25.2% | 36,836 | +10.7% | 0.83% | +15.4% |
| Q3 2022 | $985,000 | +243.2% | 33,270 | +265.7% | 0.72% | +257.7% |
| Q2 2022 | $287,000 | – | 9,097 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |