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 | $60,433,620 | +24.1% | 1,852,655 | +25.0% | 0.11% | +27.9% |
| Q2 2023 | $48,686,105 | +284.6% | 1,482,073 | +277.3% | 0.09% | +258.3% |
| Q1 2023 | $12,658,996 | +20.2% | 392,771 | +13.3% | 0.02% | +14.3% |
| Q4 2022 | $10,535,366 | +61.0% | 346,560 | +36.5% | 0.02% | +40.0% |
| Q3 2022 | $6,542,000 | +40.8% | 253,953 | +57.9% | 0.02% | +50.0% |
| Q2 2022 | $4,646,000 | +47.4% | 160,833 | +70.8% | 0.01% | +66.7% |
| Q1 2022 | $3,153,000 | +75.5% | 94,187 | +72.0% | 0.01% | +100.0% |
| Q4 2021 | $1,797,000 | +7.2% | 54,744 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $1,677,000 | – | 51,217 | – | 0.00% | – |
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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% |