DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $698,264 | -0.4% | 21,406 | +0.4% | 0.39% | -0.3% |
Q2 2023 | $700,723 | +1.9% | 21,331 | 0.0% | 0.39% | -5.3% |
Q1 2023 | $687,498 | -0.8% | 21,331 | -6.4% | 0.41% | -9.0% |
Q4 2022 | $693,000 | +17.7% | 22,789 | -0.3% | 0.45% | +4.4% |
Q3 2022 | $589,000 | -10.8% | 22,848 | 0.0% | 0.44% | -10.5% |
Q2 2022 | $660,000 | -12.0% | 22,848 | 0.0% | 0.49% | -15.0% |
Q4 2021 | $750,000 | – | 22,848 | – | 0.57% | – |
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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% |