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 | $34,755,827 | +0.4% | 1,065,476 | +1.1% | 2.10% | +16.1% |
| Q2 2023 | $34,608,066 | -5.5% | 1,053,518 | -7.2% | 1.81% | -10.7% |
| Q1 2023 | $36,607,511 | +6.0% | 1,135,821 | 0.0% | 2.03% | +117.4% |
| Q4 2022 | $34,528,958 | +27.6% | 1,135,821 | +8.2% | 0.93% | +31.4% |
| Q3 2022 | $27,053,000 | +32.2% | 1,050,189 | +48.3% | 0.71% | +47.0% |
| Q2 2022 | $20,463,000 | -8.7% | 708,302 | +5.8% | 0.48% | +4.8% |
| Q1 2022 | $22,413,000 | +94.0% | 669,457 | +90.1% | 0.46% | +102.2% |
| Q4 2021 | $11,556,000 | – | 352,110 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |