DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 307 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,215,190 | -0.2% | 708,902 | -0.8% | 3.53% | -4.8% |
| Q1 2024 | $26,264,991 | +6.2% | 714,694 | -0.7% | 3.71% | +1.9% |
| Q4 2023 | $24,720,805 | +3.0% | 719,465 | -2.2% | 3.64% | -8.8% |
| Q3 2023 | $24,000,218 | -1.2% | 735,752 | -0.5% | 3.99% | -8.8% |
| Q2 2023 | $24,282,412 | -2.6% | 739,191 | -4.5% | 4.38% | -10.8% |
| Q1 2023 | $24,939,014 | +5.2% | 773,783 | -0.8% | 4.90% | -14.5% |
| Q4 2022 | $23,704,784 | +14.5% | 779,763 | -3.0% | 5.74% | -3.8% |
| Q3 2022 | $20,706,780 | -14.8% | 803,835 | -4.5% | 5.96% | -12.1% |
| Q2 2022 | $24,312,473 | -16.9% | 841,553 | -3.7% | 6.78% | -29.2% |
| Q1 2022 | $29,257,721 | -3.1% | 873,889 | -5.0% | 9.58% | -45.7% |
| Q4 2021 | $30,200,871 | +0.4% | 920,197 | +0.2% | 17.65% | -9.2% |
| Q3 2021 | $30,071,612 | – | 918,357 | – | 19.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |