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 | $87,764,880 | -0.9% | 2,690,524 | -0.2% | 1.65% | +2.9% |
| Q2 2023 | $88,554,271 | +3.1% | 2,695,716 | +1.2% | 1.61% | -51.7% |
| Q1 2023 | $85,861,822 | +31.1% | 2,664,034 | +23.7% | 3.33% | +25.1% |
| Q4 2022 | $65,494,409 | +38.5% | 2,154,421 | +17.3% | 2.66% | +11.2% |
| Q3 2022 | $47,297,000 | -15.0% | 1,836,072 | -4.6% | 2.40% | -9.6% |
| Q2 2022 | $55,623,000 | -14.2% | 1,925,340 | -0.6% | 2.65% | -7.7% |
| Q1 2022 | $64,836,000 | +12.5% | 1,936,562 | +10.3% | 2.87% | +30.5% |
| Q4 2021 | $57,639,000 | +2.6% | 1,756,229 | +2.4% | 2.20% | -23.7% |
| Q3 2021 | $56,174,000 | – | 1,715,497 | – | 2.88% | – |
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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% |