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 | $11,786,346 | -2.6% | 361,323 | -2.0% | 10.65% | +0.7% |
| Q2 2023 | $12,105,559 | +0.4% | 368,510 | -1.5% | 10.58% | -5.5% |
| Q1 2023 | $12,056,803 | +4.2% | 374,086 | -1.5% | 11.20% | -4.2% |
| Q4 2022 | $11,569,265 | +16.1% | 379,598 | -1.9% | 11.69% | +3.9% |
| Q3 2022 | $9,963,000 | -10.8% | 386,777 | +0.0% | 11.25% | -6.5% |
| Q2 2022 | $11,173,000 | -13.6% | 386,745 | +0.1% | 12.04% | +1.0% |
| Q1 2022 | $12,939,000 | +1.9% | 386,469 | -0.1% | 11.92% | +9.0% |
| Q4 2021 | $12,695,000 | – | 386,793 | – | 10.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |