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 | $568,110 | -8.1% | 17,416 | -7.4% | 0.00% | 0.0% |
Q2 2023 | $618,106 | +1.9% | 18,816 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $606,440 | +6.0% | 18,816 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $572,006 | +17.9% | 18,816 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $485,000 | -10.8% | 18,816 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $544,000 | -13.7% | 18,816 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $630,000 | +1.9% | 18,816 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $618,000 | +0.3% | 18,816 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $616,000 | – | 18,816 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |