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 | $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. | 1,453,013 | $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% |