DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,019,225 | -2.7% | 206,326 | -1.4% | 2.47% | -16.6% |
Q2 2023 | $7,217,641 | -13.5% | 209,207 | -16.0% | 2.96% | -18.4% |
Q1 2023 | $8,343,221 | -14.4% | 249,200 | -14.4% | 3.63% | -16.4% |
Q4 2022 | $9,743,402 | +157.7% | 291,022 | +127.9% | 4.34% | +111.3% |
Q3 2022 | $3,781,000 | +41.3% | 127,696 | +50.8% | 2.06% | +38.6% |
Q2 2022 | $2,676,000 | – | 84,678 | – | 1.48% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |