DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,847,768 | +4.0% | 577,798 | +4.7% | 3.21% | +7.2% |
| Q2 2023 | $18,124,473 | +4.0% | 551,734 | +2.1% | 2.99% | -3.0% |
| Q1 2023 | $17,419,222 | +8.6% | 540,466 | +2.5% | 3.08% | +1.6% |
| Q4 2022 | $16,037,199 | +0.4% | 527,539 | -15.0% | 3.03% | -9.3% |
| Q3 2022 | $15,981,000 | -12.4% | 620,367 | -1.8% | 3.34% | -6.2% |
| Q2 2022 | $18,244,000 | -60.1% | 631,491 | -51.8% | 3.56% | -54.1% |
| Q1 2022 | $45,698,000 | +139.7% | 1,309,760 | +125.5% | 7.77% | +132.4% |
| Q4 2021 | $19,063,000 | +8.9% | 580,832 | +8.7% | 3.34% | -1.6% |
| Q3 2021 | $17,502,000 | – | 534,504 | – | 3.40% | – |
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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% |