DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 248 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,274,962 | +214.6% | 35,475 | +221.7% | 0.14% | +189.4% |
| Q1 2024 | $405,242 | +3.6% | 11,027 | -3.1% | 0.05% | -2.1% |
| Q4 2023 | $391,086 | +5.3% | 11,382 | 0.0% | 0.05% | -4.0% |
| Q3 2023 | $371,281 | -69.8% | 11,382 | -69.6% | 0.05% | -70.1% |
| Q2 2023 | $1,230,376 | +3.2% | 37,454 | +1.3% | 0.17% | -4.0% |
| Q1 2023 | $1,192,166 | +20.6% | 36,989 | +13.7% | 0.17% | +11.5% |
| Q4 2022 | $988,838 | +15.0% | 32,528 | -2.6% | 0.16% | +9.1% |
| Q3 2022 | $860,000 | -12.5% | 33,390 | +13.6% | 0.14% | +18.2% |
| Q1 2022 | $983,000 | +7.8% | 29,387 | +5.7% | 0.12% | +12.0% |
| Q4 2021 | $912,000 | – | 27,800 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,406,970 | $50,566,509 | 28.35% |
| Team Hewins, LLC | 1,801,917 | $64,760,910 | 26.90% |
| M Financial Asset Management, Inc. | 118,893 | $4,273 | 16.47% |
| Efficient Frontier Advisors LLC | 571,292 | $20,532 | 14.47% |
| FMFE Wealth Management, LLC | 374,246 | $13,450,394 | 12.50% |
| Trinity Financial Advisors LLC | 602,094 | $21,639,248 | 9.69% |
| KRAFT ASSET MANAGEMENT, LLC | 316,463 | $11,373,693 | 9.56% |
| Shearwater Capital LLC | 357,806 | $12,859,540 | 9.45% |
| VESTIA PERSONAL WEALTH ADVISORS | 238,666 | $8,577,646 | 9.15% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,200 | $57,870,599 | 8.86% |