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 | $11,627,572 | +3.7% | 356,455 | +4.4% | 0.04% | 0.0% |
| Q2 2023 | $11,214,484 | -0.6% | 341,385 | -2.5% | 0.04% | -12.0% |
| Q1 2023 | $11,279,306 | +6.6% | 349,963 | +0.5% | 0.05% | -5.7% |
| Q4 2022 | $10,581,983 | +17.2% | 348,092 | -0.7% | 0.05% | 0.0% |
| Q3 2022 | $9,027,000 | -3.7% | 350,433 | +8.0% | 0.05% | -11.7% |
| Q2 2022 | $9,378,000 | -10.2% | 324,596 | +4.1% | 0.06% | -11.8% |
| Q1 2022 | $10,442,000 | +4.7% | 311,888 | +2.6% | 0.07% | 0.0% |
| Q4 2021 | $9,977,000 | +0.7% | 303,978 | +0.4% | 0.07% | -17.1% |
| Q3 2021 | $9,911,000 | – | 302,660 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |