DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,589 | +3.8% | 16,511 | +4.5% | 0.05% | +9.3% |
| Q2 2023 | $518,833 | +2.7% | 15,794 | +0.7% | 0.04% | -6.5% |
| Q1 2023 | $505,270 | +35.0% | 15,677 | +27.3% | 0.05% | +27.8% |
| Q4 2022 | $374,254 | -23.8% | 12,311 | -35.5% | 0.04% | -29.4% |
| Q3 2022 | $491,000 | -0.4% | 19,093 | +12.1% | 0.05% | +2.0% |
| Q2 2022 | $493,000 | -13.7% | 17,036 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $571,000 | +3.1% | 17,036 | +0.9% | 0.05% | +8.7% |
| Q4 2021 | $554,000 | +7.8% | 16,876 | +7.5% | 0.05% | -4.2% |
| Q3 2021 | $514,000 | – | 15,694 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |