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. | 1,441,453 | $47,351,731 | 30.77% |
Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |