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 | $1,126,475 | +0.1% | 34,533 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $1,125,223 | -60.8% | 34,253 | -61.6% | 0.01% | -62.9% |
| Q1 2023 | $2,873,231 | -71.7% | 89,148 | -73.4% | 0.04% | -74.3% |
| Q4 2022 | $10,170,398 | +12.3% | 334,553 | -4.8% | 0.14% | -2.2% |
| Q3 2022 | $9,057,000 | -7.8% | 351,578 | +3.4% | 0.14% | -6.1% |
| Q2 2022 | $9,818,000 | +16.3% | 339,858 | +34.9% | 0.15% | +27.6% |
| Q1 2022 | $8,439,000 | +2411.6% | 251,844 | +2360.1% | 0.12% | +2220.0% |
| Q4 2021 | $336,000 | -5.1% | 10,237 | -4.5% | 0.01% | -16.7% |
| Q3 2021 | $354,000 | – | 10,724 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |