DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 422 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,132,841 | -5.4% | 385,354 | -1.5% | 7.80% | -3.4% |
| Q1 2024 | $16,001,821 | +9.8% | 391,243 | -0.0% | 8.07% | +0.1% |
| Q4 2023 | $14,568,216 | +8.8% | 391,408 | -0.6% | 8.06% | -5.7% |
| Q3 2023 | $13,393,476 | +0.9% | 393,694 | +2.3% | 8.55% | -7.0% |
| Q2 2023 | $13,275,308 | +4.0% | 384,792 | +0.9% | 9.20% | -2.9% |
| Q1 2023 | $12,762,160 | +1.7% | 381,188 | +1.7% | 9.47% | -20.5% |
| Q4 2022 | $12,547,230 | +12.0% | 374,768 | -1.0% | 11.90% | -7.6% |
| Q3 2022 | $11,207,000 | -4.3% | 378,493 | +2.1% | 12.88% | +1.6% |
| Q2 2022 | $11,714,000 | – | 370,692 | – | 12.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |