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 | $7,923,104 | -2.1% | 242,891 | -1.4% | 0.40% | -1.0% |
Q2 2023 | $8,091,255 | +3.2% | 246,309 | +1.2% | 0.41% | -0.5% |
Q1 2023 | $7,842,139 | +6.5% | 243,318 | +0.4% | 0.41% | +9.6% |
Q4 2022 | $7,366,619 | +15.1% | 242,323 | -2.5% | 0.38% | +19.8% |
Q3 2022 | $6,399,000 | -12.0% | 248,487 | -1.3% | 0.31% | -10.8% |
Q2 2022 | $7,273,000 | -16.2% | 251,719 | -2.9% | 0.35% | -26.4% |
Q1 2022 | $8,681,000 | +11.1% | 259,368 | +9.0% | 0.48% | +14.1% |
Q4 2021 | $7,811,000 | +39.2% | 237,880 | +38.8% | 0.42% | +26.7% |
Q3 2021 | $5,613,000 | – | 171,436 | – | 0.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |