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 | $959,019 | -1.4% | 28,190 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $972,550 | +2.7% | 28,190 | -0.4% | 0.01% | -7.7% |
Q1 2023 | $947,213 | 0.0% | 28,292 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $947,213 | +13.0% | 28,292 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $838,000 | -5.9% | 28,292 | +0.4% | 0.01% | -7.7% |
Q2 2022 | $891,000 | – | 28,188 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 4,466,744 | $149,546,573 | 39.10% |
Equius Partners, Inc. | 2,969,692 | $99,425,289 | 30.70% |
TFO Wealth Partners, LLC | 4,581,189 | $111,231,275 | 25.68% |
Meritas Wealth Management, LLC | 862,902 | $28,889,959 | 23.86% |
Team Hewins, LLC | 1,309,340 | $43,836,688 | 23.77% |
M Financial Asset Management, Inc. | 186,127 | $6,257 | 22.85% |
ML & R WEALTH MANAGEMENT LLC | 2,053,302 | $68,744,543 | 20.55% |
DIXON FNANCIAL SERVICES, INC. | 825,688 | $27,644,034 | 19.53% |
Disciplined Equity Management, Inc. | 584,868 | $19,581 | 17.32% |
Index Fund Advisors, Inc. | 7,237,320 | $242,305 | 17.04% |