DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 470 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,871,613 | -3.3% | 5,757,543 | -1.9% | 0.04% | -2.6% |
| Q2 2023 | $202,580,102 | +0.0% | 5,871,887 | -2.9% | 0.04% | -2.5% |
| Q1 2023 | $202,561,600 | +0.6% | 6,050,227 | +0.6% | 0.04% | -4.8% |
| Q4 2022 | $201,256,617 | +16.1% | 6,011,249 | +2.7% | 0.04% | +5.0% |
| Q3 2022 | $173,349,000 | -7.2% | 5,854,419 | -0.9% | 0.04% | 0.0% |
| Q2 2022 | $186,709,000 | – | 5,908,514 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,992,221 | $94,554,000 | 32.01% |
| Heritage Investment Group, Inc. | 1,120,105 | $35,395,000 | 20.40% |
| DIXON FNANCIAL SERVICES, INC. | 842,665 | $26,628,000 | 19.41% |
| Radnor Financial Advisors, LLC | 1,717,098 | $54,260,000 | 18.68% |
| Index Fund Advisors, Inc. | 6,988,535 | $220,838,000 | 16.72% |
| Disciplined Equity Management, Inc. | 577,833 | $18,260,000 | 16.57% |
| BALASA DINVERNO & FOLTZ LLC | 7,658,446 | $242,007,000 | 15.22% |
| KEB ASSET MANAGEMENT, LLC | 762,823 | $24,105,000 | 15.07% |
| WorthPointe, LLC | 545,345 | $17,233,000 | 14.46% |
| M Financial Asset Management, Inc. | 108,594 | $3,432,000 | 14.41% |