DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 471 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,889,137 | +2.3% | 302,981 | +4.6% | 0.12% | -4.2% |
Q1 2024 | $10,643,168 | +12.7% | 289,610 | +5.4% | 0.12% | +3.4% |
Q4 2023 | $9,440,066 | +14.7% | 274,740 | +8.8% | 0.12% | -1.7% |
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% | – |
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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% |