DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 483 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,976 | +9.4% | 82,811 | +11.8% | 3.01% | +105.6% |
| Q1 2024 | $2,721 | +42.5% | 74,039 | +33.2% | 1.46% | +19.0% |
| Q4 2023 | $1,910 | +178.0% | 55,581 | +164.0% | 1.23% | +127.6% |
| Q3 2023 | $687 | +4.4% | 21,054 | +5.1% | 0.54% | -51.7% |
| Q2 2023 | $658 | +13.6% | 20,040 | +11.5% | 1.12% | +136.6% |
| Q1 2023 | $579 | +31.9% | 17,973 | +24.6% | 0.47% | +26.5% |
| Q4 2022 | $439 | – | 14,427 | – | 0.37% | – |
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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% |