DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |