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 | $34,977,128 | +0.0% | 1,072,260 | +0.7% | 4.19% | +0.0% |
| Q2 2023 | $34,961,616 | -0.3% | 1,064,281 | -2.2% | 4.18% | -33.5% |
| Q1 2023 | $35,079,182 | +4.7% | 1,088,402 | -1.2% | 6.30% | +0.6% |
| Q4 2022 | $33,492,897 | +18.3% | 1,101,740 | +0.2% | 6.26% | +0.9% |
| Q3 2022 | $28,319,000 | +19.2% | 1,099,328 | +33.7% | 6.21% | -5.2% |
| Q2 2022 | $23,753,000 | +2.3% | 822,180 | +18.6% | 6.55% | -21.9% |
| Q1 2022 | $23,208,000 | +14.3% | 693,182 | +12.0% | 8.39% | +13.0% |
| Q4 2021 | $20,304,000 | – | 618,646 | – | 7.42% | – |
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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% |