DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,626,949 | -2.7% | 264,551 | -2.1% | 3.51% | +6.9% |
| Q2 2023 | $8,870,584 | +1.2% | 270,117 | -0.7% | 3.28% | -2.9% |
| Q1 2023 | $8,766,000 | +4.0% | 272,069 | -1.9% | 3.38% | -4.6% |
| Q4 2022 | $8,429,006 | +16.2% | 277,363 | -1.6% | 3.54% | +9.9% |
| Q3 2022 | $7,255,000 | -15.5% | 281,747 | -5.2% | 3.22% | -26.1% |
| Q2 2022 | $8,586,000 | -13.7% | 297,316 | +0.1% | 4.36% | -9.0% |
| Q1 2022 | $9,945,000 | +2.5% | 297,140 | +0.5% | 4.79% | +7.3% |
| Q4 2021 | $9,702,000 | +13.0% | 295,710 | -0.5% | 4.46% | +2.4% |
| Q2 2021 | $8,586,000 | – | 297,316 | – | 4.36% | – |
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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% |