DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,497,604 | -8.5% | 137,879 | -7.9% | 0.04% | -7.1% |
| Q2 2023 | $4,917,699 | -12.6% | 149,702 | -14.2% | 0.04% | -25.0% |
| Q1 2023 | $5,623,653 | +5.2% | 174,485 | -0.8% | 0.06% | -5.1% |
| Q4 2022 | $5,344,731 | +26.2% | 175,813 | +6.9% | 0.06% | +11.3% |
| Q3 2022 | $4,235,000 | -11.0% | 164,411 | -0.2% | 0.05% | -18.5% |
| Q2 2022 | $4,757,000 | -13.5% | 164,672 | +0.3% | 0.06% | -7.1% |
| Q1 2022 | $5,498,000 | +1.8% | 164,230 | -0.2% | 0.07% | -9.1% |
| Q4 2021 | $5,400,000 | +0.4% | 164,523 | +0.2% | 0.08% | -14.4% |
| Q3 2021 | $5,376,000 | – | 164,174 | – | 0.09% | – |
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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% |