DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 385 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $94,391,858 | -3.4% | 2,626,373 | -1.2% | 1.39% | -6.5% |
| Q1 2024 | $97,663,608 | +5.6% | 2,657,513 | -1.3% | 1.49% | -2.9% |
| Q4 2023 | $92,524,107 | +5.4% | 2,692,785 | +0.1% | 1.53% | -7.4% |
| 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. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |