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. | 1,453,013 | $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% |