DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,781,251 | -32.6% | 974,288 | -32.1% | 0.04% | -32.8% |
Q2 2023 | $47,170,618 | +42.9% | 1,435,940 | +40.2% | 0.06% | +32.6% |
Q1 2023 | $33,017,904 | -16.3% | 1,024,446 | -21.1% | 0.05% | -23.3% |
Q4 2022 | $39,454,137 | +577.3% | 1,297,835 | +473.9% | 0.06% | +500.0% |
Q3 2022 | $5,825,000 | +24.0% | 226,126 | +39.0% | 0.01% | +25.0% |
Q2 2022 | $4,698,000 | +595.0% | 162,634 | +705.6% | 0.01% | +700.0% |
Q1 2022 | $676,000 | -22.3% | 20,188 | -23.9% | 0.00% | 0.0% |
Q4 2021 | $870,000 | +7.7% | 26,526 | +7.6% | 0.00% | 0.0% |
Q3 2021 | $808,000 | – | 24,652 | – | 0.00% | – |
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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% |