DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |