DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,733,335 | +13.2% | 53,137 | +14.0% | 0.16% | +19.8% |
| Q2 2023 | $1,531,685 | +24.6% | 46,627 | +22.2% | 0.13% | +17.0% |
| Q1 2023 | $1,229,702 | +35.0% | 38,154 | +27.4% | 0.11% | +24.4% |
| Q4 2022 | $910,746 | +8.4% | 29,959 | -8.2% | 0.09% | +7.1% |
| Q3 2022 | $840,000 | -60.3% | 32,623 | -55.5% | 0.08% | -59.6% |
| Q2 2022 | $2,116,000 | -12.1% | 73,249 | +1.8% | 0.21% | +38.7% |
| Q1 2022 | $2,408,000 | +24.4% | 71,930 | +22.0% | 0.15% | +26.1% |
| Q4 2021 | $1,935,000 | +0.8% | 58,945 | +0.5% | 0.12% | -11.2% |
| Q3 2021 | $1,920,000 | – | 58,636 | – | 0.13% | – |
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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% |