DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,069,073 | +1.8% | 1,136,391 | +2.5% | 4.73% | +1.7% |
| Q2 2023 | $36,428,910 | +3.1% | 1,108,947 | +1.1% | 4.65% | +1.4% |
| Q1 2023 | $35,341,517 | +8.2% | 1,096,541 | +2.1% | 4.59% | +1.5% |
| Q4 2022 | $32,658,535 | +12.6% | 1,074,294 | -4.6% | 4.52% | -3.7% |
| Q3 2022 | $29,012,000 | -8.4% | 1,126,246 | +2.8% | 4.69% | -3.1% |
| Q2 2022 | $31,656,000 | -12.7% | 1,095,734 | +1.1% | 4.84% | -10.9% |
| Q1 2022 | $36,272,000 | +3.2% | 1,083,399 | +1.1% | 5.44% | +4.6% |
| Q4 2021 | $35,163,000 | +6.0% | 1,071,394 | +5.7% | 5.20% | +2.7% |
| Q3 2021 | $33,188,000 | – | 1,013,528 | – | 5.06% | – |
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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% |