DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 473 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,261,940 | -5.1% | 897,936 | -1.1% | 4.10% | -11.3% |
| Q1 2024 | $37,147,075 | +2.4% | 908,241 | -6.8% | 4.62% | -9.1% |
| Q4 2023 | $36,263,921 | +10.0% | 974,313 | +0.6% | 5.08% | -15.7% |
| 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 ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |