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 | $2,094,422 | +11.8% | 64,207 | +12.5% | 0.35% | +16.9% |
| Q2 2023 | $1,874,082 | +14.8% | 57,050 | +12.6% | 0.30% | +7.6% |
| Q1 2023 | $1,632,979 | +28.1% | 50,666 | +20.8% | 0.28% | +20.6% |
| Q4 2022 | $1,274,552 | +76.5% | 41,926 | +49.6% | 0.23% | +61.7% |
| Q3 2022 | $722,000 | +13.5% | 28,022 | +27.2% | 0.14% | +16.5% |
| Q2 2022 | $636,000 | +483.5% | 22,028 | +563.5% | 0.12% | +611.8% |
| Q4 2021 | $109,000 | – | 3,320 | – | 0.02% | – |
Download | ||||||
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% |