DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 307 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,568,116 | -11.7% | 321,873 | -9.7% | 0.23% | -70.9% |
Q1 2024 | $13,104,866 | -53.7% | 356,595 | -56.7% | 0.80% | -53.9% |
Q4 2023 | $28,293,158 | -18.6% | 823,433 | -22.7% | 1.74% | -17.1% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |