DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,324,056 | -1.2% | 2,707,666 | -0.5% | 0.12% | -0.8% |
| Q2 2023 | $89,410,056 | -0.2% | 2,721,767 | -2.1% | 0.12% | -7.8% |
| Q1 2023 | $89,621,215 | -15.0% | 2,780,677 | -19.8% | 0.13% | -18.9% |
| Q4 2022 | $105,418,420 | +234.9% | 3,467,712 | +183.8% | 0.16% | +194.4% |
| Q3 2022 | $31,479,000 | -11.7% | 1,222,002 | -0.9% | 0.05% | -8.5% |
| Q2 2022 | $35,632,000 | +0.5% | 1,233,372 | +16.5% | 0.06% | +7.3% |
| Q1 2022 | $35,458,000 | +10.1% | 1,059,098 | +7.9% | 0.06% | +5.8% |
| Q4 2021 | $32,206,000 | -0.9% | 981,278 | -1.1% | 0.05% | -10.3% |
| Q3 2021 | $32,485,000 | – | 992,074 | – | 0.06% | – |
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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% |