DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 470 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,865,491 | -2.8% | 407,569 | -1.5% | 4.05% | -0.3% |
| Q2 2023 | $14,269,399 | +9.1% | 413,606 | +5.9% | 4.06% | -3.1% |
| Q1 2023 | $13,080,791 | +12.0% | 390,705 | -1.0% | 4.19% | -0.4% |
| Q4 2022 | $11,680,415 | +0.0% | 394,475 | 0.0% | 4.21% | +0.1% |
| Q3 2022 | $11,680,000 | -1.4% | 394,475 | +5.2% | 4.20% | -0.7% |
| Q2 2022 | $11,851,000 | – | 375,045 | – | 4.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,992,221 | $94,554,000 | 32.01% |
| Heritage Investment Group, Inc. | 1,120,105 | $35,395,000 | 20.40% |
| DIXON FNANCIAL SERVICES, INC. | 842,665 | $26,628,000 | 19.41% |
| Radnor Financial Advisors, LLC | 1,717,098 | $54,260,000 | 18.68% |
| Index Fund Advisors, Inc. | 6,988,535 | $220,838,000 | 16.72% |
| Disciplined Equity Management, Inc. | 577,833 | $18,260,000 | 16.57% |
| BALASA DINVERNO & FOLTZ LLC | 7,658,446 | $242,007,000 | 15.22% |
| KEB ASSET MANAGEMENT, LLC | 762,823 | $24,105,000 | 15.07% |
| WorthPointe, LLC | 545,345 | $17,233,000 | 14.46% |
| M Financial Asset Management, Inc. | 108,594 | $3,432,000 | 14.41% |