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 | $5,155,914 | +13.0% | 158,060 | +13.8% | 4.21% | +16.8% |
Q2 2023 | $4,562,011 | +16.2% | 138,874 | +14.0% | 3.60% | +9.0% |
Q1 2023 | $3,925,550 | +43.4% | 121,798 | +35.2% | 3.31% | +34.0% |
Q4 2022 | $2,737,733 | +19.1% | 90,057 | +0.9% | 2.47% | +12.2% |
Q3 2022 | $2,298,000 | +5.0% | 89,214 | +17.7% | 2.20% | +1.8% |
Q2 2022 | $2,189,000 | – | 75,781 | – | 2.16% | – |
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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% |