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 | $5,460,185 | -0.1% | 151,925 | +2.1% | 0.45% | +0.4% |
| Q1 2024 | $5,468,027 | +7.4% | 148,790 | +0.4% | 0.45% | +1.4% |
| Q4 2023 | $5,092,586 | +16.1% | 148,213 | +10.2% | 0.44% | +6.2% |
| Q3 2023 | $4,387,895 | +1.9% | 134,515 | +2.6% | 0.42% | +4.0% |
| Q2 2023 | $4,305,772 | +1.3% | 131,074 | -0.6% | 0.40% | -2.4% |
| Q1 2023 | $4,251,951 | +5.2% | 131,925 | -0.8% | 0.41% | -0.2% |
| Q4 2022 | $4,041,881 | +9.6% | 132,957 | -7.1% | 0.41% | +1.2% |
| Q3 2022 | $3,687,000 | -8.3% | 143,121 | +2.8% | 0.41% | -6.9% |
| Q2 2022 | $4,022,000 | +42.8% | 139,217 | +65.4% | 0.44% | +63.3% |
| Q1 2022 | $2,817,000 | – | 84,151 | – | 0.27% | – |
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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% |