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 | $678,463 | -0.7% | 20,799 | 0.0% | 0.26% | -1.1% |
Q2 2023 | $683,247 | -26.1% | 20,799 | -27.5% | 0.27% | -29.9% |
Q1 2023 | $925,162 | +210.5% | 28,705 | +192.9% | 0.38% | +184.3% |
Q4 2022 | $297,920 | -85.0% | 9,800 | -87.3% | 0.13% | -86.4% |
Q3 2022 | $1,984,000 | +207.6% | 77,001 | +245.1% | 0.99% | +253.8% |
Q2 2022 | $645,000 | -16.0% | 22,314 | -2.7% | 0.28% | -4.8% |
Q1 2022 | $768,000 | +244.4% | 22,936 | +237.6% | 0.29% | +233.0% |
Q4 2021 | $223,000 | – | 6,794 | – | 0.09% | – |
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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% |