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 | $1,660,767 | -11.3% | 48,817 | -10.0% | 0.73% | -10.4% |
| Q2 2023 | $1,871,952 | -8.3% | 54,259 | -11.0% | 0.82% | -13.2% |
| Q1 2023 | $2,041,278 | -0.6% | 60,970 | -0.6% | 0.94% | -5.6% |
| Q4 2022 | $2,054,384 | +12.3% | 61,362 | -0.7% | 1.00% | +3.4% |
| Q3 2022 | $1,829,000 | – | 61,779 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,992,221 | $94,554,000 | 32.01% |
| Heritage Investment Group, Inc. | 1,120,105 | $35,395,000 | 20.40% |
| DIXON FNANCIAL SERVICES, INC. | 842,665 | $26,628,000 | 19.41% |
| Radnor Financial Advisors, LLC | 1,717,098 | $54,260,000 | 18.68% |
| Index Fund Advisors, Inc. | 6,988,535 | $220,838,000 | 16.72% |
| Disciplined Equity Management, Inc. | 577,833 | $18,260,000 | 16.57% |
| BALASA DINVERNO & FOLTZ LLC | 7,658,446 | $242,007,000 | 15.22% |
| KEB ASSET MANAGEMENT, LLC | 762,823 | $24,105,000 | 15.07% |
| WorthPointe, LLC | 545,345 | $17,233,000 | 14.46% |
| M Financial Asset Management, Inc. | 108,594 | $3,432,000 | 14.41% |