DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |