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 | $3,995 | +8.0% | 122,465 | +8.8% | 3.11% | +17.7% |
Q2 2023 | $3,699 | +10.5% | 112,604 | +8.5% | 2.64% | +19.2% |
Q1 2023 | $3,346 | -99.9% | 103,806 | +22.7% | 2.22% | +33.6% |
Q4 2022 | $2,572,630 | +14.1% | 84,626 | -3.3% | 1.66% | 0.0% |
Q3 2022 | $2,254,000 | -12.1% | 87,486 | -1.4% | 1.66% | -8.0% |
Q2 2022 | $2,563,000 | +34.6% | 88,726 | +56.0% | 1.80% | +40.3% |
Q1 2022 | $1,904,000 | – | 56,858 | – | 1.28% | – |
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% |