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 | $1,503,106 | -6.1% | 48,099 | +0.4% | 0.08% | -2.4% |
| Q2 2023 | $1,600,288 | -5.9% | 47,927 | -5.9% | 0.08% | -16.2% |
| Q1 2023 | $1,701,429 | +2.0% | 50,941 | +0.6% | 0.10% | -2.9% |
| Q4 2022 | $1,667,512 | +86.9% | 50,623 | +62.7% | 0.10% | +59.4% |
| Q3 2022 | $892,000 | +82.4% | 31,107 | +89.0% | 0.06% | +82.9% |
| Q2 2022 | $489,000 | 0.0% | 16,460 | +6.1% | 0.04% | -5.4% |
| Q1 2022 | $489,000 | -9.1% | 15,509 | +0.2% | 0.04% | -2.6% |
| Q4 2021 | $538,000 | +10.2% | 15,482 | +7.4% | 0.04% | +11.8% |
| Q3 2021 | $488,000 | – | 14,414 | – | 0.03% | – |
Download | ||||||
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% |