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 | $681,357 | -0.7% | 20,888 | 0.0% | 0.60% | +5.6% |
| Q2 2023 | $686,161 | +1.5% | 20,888 | -0.4% | 0.57% | -7.5% |
| Q1 2023 | $675,822 | +11.6% | 20,969 | +5.3% | 0.61% | +1.8% |
| Q4 2022 | $605,555 | -9.6% | 19,920 | -23.4% | 0.60% | -14.9% |
| Q3 2022 | $670,000 | -9.6% | 26,016 | +1.5% | 0.71% | -0.1% |
| Q2 2022 | $741,000 | -0.8% | 25,636 | +15.0% | 0.71% | +17.0% |
| Q1 2022 | $747,000 | +4.0% | 22,300 | +2.0% | 0.60% | +31.8% |
| Q4 2021 | $718,000 | +7.5% | 21,871 | +7.2% | 0.46% | +4.8% |
| Q3 2021 | $668,000 | – | 20,405 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |