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 | $2,465,494 | +14.8% | 75,582 | +15.6% | 0.17% | +19.3% |
Q2 2023 | $2,147,950 | +5.1% | 65,386 | +3.1% | 0.14% | 0.0% |
Q1 2023 | $2,044,421 | +7.1% | 63,432 | +1.1% | 0.14% | -2.8% |
Q4 2022 | $1,908,280 | +26.4% | 62,772 | +7.1% | 0.14% | +15.2% |
Q3 2022 | $1,510,000 | -6.7% | 58,621 | +4.6% | 0.12% | -23.3% |
Q2 2022 | $1,618,000 | -10.5% | 56,038 | +3.8% | 0.16% | +4.5% |
Q1 2022 | $1,807,000 | +2.1% | 54,001 | +0.2% | 0.16% | +6.8% |
Q4 2021 | $1,769,000 | -1.4% | 53,906 | -1.7% | 0.15% | -1.4% |
Q3 2021 | $1,795,000 | – | 54,837 | – | 0.15% | – |
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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% |