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 | $36,659 | -2.2% | 1,020 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $37,485 | +7.0% | 1,020 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $35,048 | +5.3% | 1,020 | 0.0% | 0.00% | -25.0% |
Q3 2023 | $33,273 | -0.7% | 1,020 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $33,507 | +1.9% | 1,020 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $32,875 | +6.0% | 1,020 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $31,008 | – | 1,020 | – | 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% |