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 | $32,961,058 | -2.1% | 968,873 | -0.8% | 6.03% | +1.3% |
Q2 2023 | $33,684,688 | +8.2% | 976,368 | +5.0% | 5.95% | -12.0% |
Q1 2023 | $31,128,266 | +0.5% | 929,757 | +0.5% | 6.76% | +1.3% |
Q4 2022 | $30,970,647 | +16.0% | 925,049 | +2.6% | 6.68% | -10.2% |
Q3 2022 | $26,707,000 | -6.1% | 901,954 | +0.2% | 7.44% | -3.7% |
Q2 2022 | $28,437,000 | – | 899,904 | – | 7.72% | – |
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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% |