DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 422 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,573,130 | +1.8% | 409,213 | +2.8% | 2.23% | -3.0% |
Q1 2024 | $16,282,454 | +7.1% | 398,104 | -2.5% | 2.30% | +2.8% |
Q4 2023 | $15,197,484 | +7.4% | 408,315 | -1.8% | 2.24% | -4.9% |
Q3 2023 | $14,147,319 | -2.0% | 415,853 | -0.6% | 2.35% | -9.6% |
Q2 2023 | $14,434,283 | -0.9% | 418,385 | -3.8% | 2.60% | -9.2% |
Q1 2023 | $14,563,231 | -4.4% | 434,983 | -4.4% | 2.86% | -22.3% |
Q4 2022 | $15,227,005 | +11.1% | 454,809 | -1.7% | 3.68% | -6.7% |
Q3 2022 | $13,700,547 | -6.4% | 462,700 | -0.1% | 3.95% | -3.4% |
Q2 2022 | $14,636,267 | – | 463,173 | – | 4.08% | – |
Download |
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% |