DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
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. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |