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 | $3,763,867 | +1.6% | 115,385 | +2.3% | 2.87% | -3.4% |
| Q2 2023 | $3,704,302 | +12.4% | 112,764 | +10.2% | 2.98% | +2.1% |
| Q1 2023 | $3,297,060 | +7.5% | 102,298 | +1.4% | 2.91% | +1.7% |
| Q4 2022 | $3,067,111 | +33.7% | 100,892 | +13.3% | 2.86% | +19.0% |
| Q3 2022 | $2,294,000 | +45.7% | 89,038 | +63.3% | 2.41% | +44.8% |
| Q2 2022 | $1,575,000 | +87.3% | 54,517 | +117.1% | 1.66% | +125.5% |
| Q1 2022 | $841,000 | +115.1% | 25,114 | +110.6% | 0.74% | +128.2% |
| Q4 2021 | $391,000 | – | 11,927 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |