DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,233,386 | +3.3% | 252,403 | +4.0% | 0.12% | +2.6% |
| Q2 2023 | $7,970,166 | +16.6% | 242,623 | +14.4% | 0.12% | +5.5% |
| Q1 2023 | $6,833,276 | +18.4% | 212,016 | +11.7% | 0.11% | +9.0% |
| Q4 2022 | $5,770,923 | +35.3% | 189,833 | +14.7% | 0.10% | +20.5% |
| Q3 2022 | $4,265,000 | +28.1% | 165,561 | +43.6% | 0.08% | +29.7% |
| Q2 2022 | $3,330,000 | +31.2% | 115,280 | +52.0% | 0.06% | +52.4% |
| Q1 2022 | $2,539,000 | +4.2% | 75,824 | +2.2% | 0.04% | +10.5% |
| Q4 2021 | $2,436,000 | +3.4% | 74,210 | +3.1% | 0.04% | -5.0% |
| Q3 2021 | $2,357,000 | – | 71,966 | – | 0.04% | – |
Download | ||||||
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% |