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 | $11,247,835 | +0.2% | 344,814 | +0.9% | 7.18% | -7.6% |
| Q2 2023 | $11,228,892 | +3.6% | 341,823 | +1.7% | 7.78% | -3.2% |
| Q1 2023 | $10,837,295 | +4.1% | 336,249 | -1.8% | 8.04% | -18.6% |
| Q4 2022 | $10,411,291 | +19.9% | 342,477 | +1.6% | 9.88% | -1.1% |
| Q3 2022 | $8,686,000 | -8.0% | 337,208 | +3.2% | 9.98% | -2.3% |
| Q2 2022 | $9,441,000 | -11.9% | 326,787 | +2.1% | 10.22% | -10.6% |
| Q1 2022 | $10,721,000 | +2.7% | 320,220 | +0.7% | 11.43% | +3.5% |
| Q4 2021 | $10,438,000 | – | 318,029 | – | 11.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |