DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 399 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,789,378 | +0.5% | 717,568 | +2.7% | 8.67% | -1.1% |
| Q1 2024 | $25,668,212 | +9.2% | 698,455 | +2.1% | 8.77% | +1.2% |
| Q4 2023 | $23,497,642 | +3.0% | 683,866 | -2.2% | 8.66% | -8.0% |
| Q3 2023 | $22,811,051 | +2.1% | 699,296 | +2.8% | 9.41% | +1.7% |
| Q2 2023 | $22,345,557 | +1.8% | 680,230 | -0.2% | 9.26% | -3.6% |
| Q1 2023 | $21,956,991 | +6.2% | 681,259 | +0.2% | 9.60% | -12.6% |
| Q4 2022 | $20,668,155 | +18.8% | 679,874 | +0.7% | 10.99% | -0.9% |
| Q3 2022 | $17,391,000 | -13.9% | 675,123 | -3.5% | 11.08% | -12.2% |
| Q2 2022 | $20,203,000 | -9.6% | 699,299 | +4.7% | 12.63% | -15.5% |
| Q1 2022 | $22,359,000 | +2.9% | 667,838 | +0.9% | 14.95% | +7.5% |
| Q4 2021 | $21,731,000 | – | 662,136 | – | 13.90% | – |
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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% |