DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 391 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,392,598 | -3.5% | 276,090 | -2.1% | 8.26% | +2.8% |
| Q2 2023 | $9,730,845 | +0.6% | 282,053 | -2.3% | 8.04% | -8.4% |
| Q1 2023 | $9,669,442 | -0.3% | 288,812 | -0.3% | 8.78% | -9.0% |
| Q4 2022 | $9,700,477 | +4.8% | 289,739 | -7.3% | 9.65% | -1.2% |
| Q3 2022 | $9,253,000 | +21.2% | 312,502 | +29.3% | 9.77% | +34.0% |
| Q2 2022 | $7,636,000 | – | 241,661 | – | 7.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,416,453 | $130,771,000 | 37.27% |
| Equius Partners, Inc. | 3,028,591 | $89,677,000 | 32.22% |
| M Financial Asset Management, Inc. | 183,741 | $5,441,000 | 23.30% |
| Heritage Investment Group, Inc. | 1,115,401 | $33,027,000 | 20.34% |
| ML & R WEALTH MANAGEMENT LLC | 1,961,714 | $58,086,000 | 19.64% |
| DIXON FNANCIAL SERVICES, INC. | 837,643 | $24,803,000 | 19.50% |
| Radnor Financial Advisors, LLC | 1,790,104 | $53,005,000 | 18.64% |
| Disciplined Equity Management, Inc. | 588,723 | $17,432,000 | 17.20% |
| Index Fund Advisors, Inc. | 7,229,233 | $214,058,000 | 16.58% |
| KEB ASSET MANAGEMENT, LLC | 769,847 | $22,795,000 | 14.53% |