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 | $2,558 | +10.5% | 78,413 | +11.3% | 0.01% | +7.7% |
Q2 2023 | $2,314 | +62.3% | 70,443 | +59.2% | 0.01% | +30.0% |
Q1 2023 | $1,426 | -18.2% | 44,257 | -22.8% | 0.01% | -9.1% |
Q4 2022 | $1,744 | -99.8% | 57,352 | +47.9% | 0.01% | +37.5% |
Q3 2022 | $999,000 | -8.0% | 38,773 | +3.2% | 0.01% | 0.0% |
Q2 2022 | $1,086,000 | +164.9% | 37,579 | +206.9% | 0.01% | +166.7% |
Q1 2022 | $410,000 | – | 12,244 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |