DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 471 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,929,283 | +22.3% | 137,153 | +25.0% | 0.03% | +13.8% |
| Q1 2024 | $4,031,248 | +21.5% | 109,694 | +13.6% | 0.03% | +11.5% |
| Q4 2023 | $3,318,176 | +22.4% | 96,571 | +16.2% | 0.03% | +8.3% |
| Q3 2023 | $2,711,013 | +13.9% | 83,109 | +16.6% | 0.02% | +14.3% |
| Q2 2023 | $2,380,824 | +4.1% | 71,299 | +0.5% | 0.02% | -4.5% |
| Q1 2023 | $2,287,453 | +153.0% | 70,973 | +29.1% | 0.02% | -52.2% |
| Q4 2022 | $904,216 | -8.5% | 54,975 | +43.3% | 0.05% | +318.2% |
| Q3 2022 | $988,000 | +20.9% | 38,370 | +35.8% | 0.01% | +57.1% |
| Q2 2022 | $817,000 | +57.1% | 28,264 | +78.5% | 0.01% | +75.0% |
| Q4 2021 | $520,000 | +12.1% | 15,831 | +11.6% | 0.00% | +33.3% |
| Q3 2021 | $464,000 | – | 14,182 | – | 0.00% | – |
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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% |