DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 307 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,285 | -1.7% | 480,754 | +0.5% | 1.40% | -52.6% |
| Q1 2024 | $17,580 | +5.3% | 478,364 | -1.5% | 2.96% | -1.7% |
| Q4 2023 | $16,692 | +11.4% | 485,804 | +5.7% | 3.01% | +25.9% |
| Q3 2023 | $14,986 | +9.6% | 459,415 | +10.3% | 2.39% | +36.7% |
| Q2 2023 | $13,678 | +4.0% | 416,367 | +2.0% | 1.75% | -27.0% |
| Q1 2023 | $13,153 | +14.8% | 408,102 | +8.3% | 2.39% | -8.0% |
| Q4 2022 | $11,454 | -98.2% | 376,768 | -40.2% | 2.60% | +1692.4% |
| Q3 2022 | $631,000 | – | 630,359 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |