DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 299 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,840,401 | +0.1% | 700,196 | +0.8% | 6.44% | +2.9% |
| Q2 2023 | $22,817,452 | -0.5% | 694,595 | -2.4% | 6.26% | -5.2% |
| Q1 2023 | $22,937,816 | +3.8% | 711,691 | -2.1% | 6.60% | -2.9% |
| Q4 2022 | $22,099,307 | +7.1% | 726,951 | -9.3% | 6.80% | -2.8% |
| Q3 2022 | $20,643,314 | -10.5% | 801,371 | +0.3% | 7.00% | -5.3% |
| Q2 2022 | $23,076,967 | -7.6% | 798,787 | +7.1% | 7.39% | -3.8% |
| Q1 2022 | $24,962,469 | +20.4% | 745,596 | +18.0% | 7.68% | +22.5% |
| Q4 2021 | $20,737,264 | +2.6% | 631,848 | +2.3% | 6.28% | -7.5% |
| Q3 2021 | $20,217,555 | – | 617,424 | – | 6.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |