DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 422 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,050 | -2.3% | 103,038 | +1.7% | 0.33% | -52.9% |
| Q1 2024 | $4,145 | +8.3% | 101,352 | -1.4% | 0.70% | +1.2% |
| Q4 2023 | $3,827 | +11.3% | 102,825 | +1.8% | 0.69% | +25.7% |
| Q3 2023 | $3,437 | +37.0% | 101,039 | +39.0% | 0.55% | +71.2% |
| Q2 2023 | $2,508 | +10.2% | 72,709 | +7.0% | 0.32% | -22.7% |
| Q1 2023 | $2,276 | +32.5% | 67,975 | +32.4% | 0.41% | +6.2% |
| Q4 2022 | $1,718 | -99.2% | 51,326 | -77.4% | 0.39% | +650.0% |
| Q3 2022 | $227,000 | – | 227,494 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |