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 | $8,966,310 | -0.3% | 274,872 | +0.4% | 7.04% | +2.4% |
| Q2 2023 | $8,993,602 | +1.2% | 273,778 | -0.7% | 6.87% | -4.3% |
| Q1 2023 | $8,885,661 | +4.3% | 275,695 | -1.6% | 7.18% | -5.5% |
| Q4 2022 | $8,520,630 | +20.1% | 280,284 | +1.8% | 7.59% | +5.1% |
| Q3 2022 | $7,095,000 | -17.2% | 275,440 | -7.2% | 7.23% | -11.3% |
| Q2 2022 | $8,573,000 | -10.7% | 296,754 | +3.5% | 8.14% | -6.7% |
| Q1 2022 | $9,598,000 | +6.4% | 286,670 | +4.3% | 8.72% | +9.5% |
| Q4 2021 | $9,021,000 | – | 274,872 | – | 7.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |