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 | $84,831,994 | +0.7% | 2,600,613 | +1.4% | 4.54% | -0.1% |
| Q2 2023 | $84,233,718 | +4.0% | 2,564,192 | +2.1% | 4.54% | -0.2% |
| Q1 2023 | $80,976,947 | +7.4% | 2,512,471 | +1.3% | 4.55% | +2.4% |
| Q4 2022 | $75,381,887 | +26.7% | 2,479,667 | +7.3% | 4.45% | +12.0% |
| Q3 2022 | $59,503,000 | -10.8% | 2,309,896 | +0.1% | 3.97% | -5.5% |
| Q2 2022 | $66,672,000 | -15.6% | 2,307,772 | -2.2% | 4.20% | -18.2% |
| Q1 2022 | $78,969,000 | +8.1% | 2,358,691 | +6.0% | 5.14% | +10.9% |
| Q4 2021 | $73,040,000 | +6.8% | 2,225,457 | +6.5% | 4.63% | -2.1% |
| Q3 2021 | $68,401,000 | – | 2,088,894 | – | 4.73% | – |
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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% |