DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,968,000 | +2.4% | 612,113 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $19,496,000 | +30.3% | 593,464 | +27.9% | 0.01% | +25.0% |
| Q1 2023 | $14,959,000 | +37.3% | 464,167 | +29.5% | 0.00% | +33.3% |
| Q4 2022 | $10,892,000 | +98.4% | 358,302 | +68.1% | 0.00% | +50.0% |
| Q3 2022 | $5,490,000 | +136.3% | 213,136 | +165.2% | 0.00% | +100.0% |
| Q2 2022 | $2,323,000 | -16.4% | 80,382 | -3.2% | 0.00% | 0.0% |
| Q1 2022 | $2,780,000 | +1516.3% | 83,048 | +1486.1% | 0.00% | – |
| Q4 2021 | $172,000 | -6.5% | 5,236 | -6.6% | 0.00% | – |
| Q3 2021 | $184,000 | – | 5,607 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |