DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,090,593 | +5.3% | 462,618 | +6.0% | 0.73% | +11.1% |
Q2 2023 | $14,333,072 | +9.7% | 436,319 | +7.6% | 0.66% | -2.7% |
Q1 2023 | $13,064,432 | +9.1% | 405,350 | +2.9% | 0.68% | +5.1% |
Q4 2022 | $11,973,528 | +78.7% | 393,866 | +51.4% | 0.64% | +58.4% |
Q3 2022 | $6,701,000 | +11.7% | 260,135 | +25.3% | 0.41% | +19.8% |
Q2 2022 | $5,999,000 | -8.7% | 207,656 | +5.8% | 0.34% | +2.7% |
Q1 2022 | $6,573,000 | +15.3% | 196,323 | +13.0% | 0.33% | +19.6% |
Q4 2021 | $5,702,000 | -62.5% | 173,729 | -58.2% | 0.28% | -58.2% |
Q3 2021 | $15,199,000 | – | 415,586 | – | 0.66% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |