DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,819 | -16.2% | 8,547 | -15.6% | 0.01% | -23.5% |
| Q2 2023 | $332,771 | +21.0% | 10,130 | +18.7% | 0.02% | +6.2% |
| Q1 2023 | $275,019 | -44.0% | 8,533 | -47.2% | 0.02% | -52.9% |
| Q4 2022 | $490,960 | +18.0% | 16,150 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $416,000 | -17.1% | 16,150 | -7.0% | 0.03% | -17.9% |
| Q2 2022 | $502,000 | -6.5% | 17,370 | +6.2% | 0.04% | +2.6% |
| Q4 2021 | $537,000 | -4.6% | 16,355 | -4.9% | 0.04% | -9.5% |
| Q3 2021 | $563,000 | – | 17,204 | – | 0.04% | – |
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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% |