DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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. | 1,423,792 | $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% |