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. | 1,441,453 | $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% |