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 | $11,714,931 | +6.3% | 359,133 | +7.0% | 0.91% | +4.9% |
| Q2 2023 | $11,025,795 | +14.8% | 335,641 | +12.7% | 0.86% | +9.6% |
| Q1 2023 | $9,602,265 | +7254.2% | 297,929 | +6836.6% | 0.79% | +6475.0% |
| Q4 2022 | $130,568 | +17.6% | 4,295 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $111,000 | -10.5% | 4,295 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $124,000 | -26.2% | 4,295 | -14.4% | 0.01% | -20.0% |
| Q1 2022 | $168,000 | -5.6% | 5,020 | -7.4% | 0.02% | -6.2% |
| Q4 2021 | $178,000 | – | 5,420 | – | 0.02% | – |
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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% |