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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,840,634 | -4.4% | 148,730 | -0.4% | 0.97% | -5.6% |
| Q1 2024 | $6,109,307 | +5.9% | 149,372 | -3.6% | 1.02% | +5.2% |
| Q4 2023 | $5,768,568 | +9.2% | 154,986 | -0.2% | 0.97% | -40.4% |
| Q3 2023 | $5,280,739 | -6.7% | 155,225 | -5.4% | 1.64% | -4.1% |
| Q2 2023 | $5,658,897 | -0.6% | 164,026 | -5.0% | 1.70% | -9.5% |
| Q1 2023 | $5,695,206 | -3.9% | 172,582 | -2.5% | 1.88% | -10.6% |
| Q4 2022 | $5,923,683 | +12.7% | 176,932 | -0.3% | 2.11% | -24.3% |
| Q3 2022 | $5,256,219 | -13.9% | 177,515 | -8.2% | 2.78% | -12.2% |
| Q2 2022 | $6,108,090 | – | 193,294 | – | 3.17% | – |
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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% |