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 | $6,956,856 | +19.2% | 213,237 | +20.0% | 4.70% | +22.3% |
| Q2 2023 | $5,835,603 | +55.6% | 177,648 | -85.8% | 3.84% | +25.6% |
| Q1 2023 | $3,751,490 | -15.3% | 1,249,884 | +758.5% | 3.06% | +11.0% |
| Q4 2022 | $4,428,488 | +28.0% | 145,594 | +8.5% | 2.75% | +20.7% |
| Q3 2022 | $3,459,000 | +45.7% | 134,137 | +63.2% | 2.28% | +67.2% |
| Q2 2022 | $2,374,000 | +11.6% | 82,183 | +29.6% | 1.36% | +29.3% |
| Q1 2022 | $2,127,000 | – | 63,417 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |