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 | $34,657,879 | +3.4% | 1,062,473 | +4.1% | 3.19% | +4.5% |
| Q2 2023 | $33,519,281 | +7.8% | 1,020,374 | +5.8% | 3.06% | -0.7% |
| Q1 2023 | $31,096,951 | +8.5% | 964,845 | +2.3% | 3.08% | -0.2% |
| Q4 2022 | $28,669,622 | +36.8% | 943,080 | +15.9% | 3.08% | +25.3% |
| Q3 2022 | $20,956,000 | -7.3% | 813,528 | +3.9% | 2.46% | -1.1% |
| Q2 2022 | $22,612,000 | -4.6% | 782,710 | +10.6% | 2.49% | +8.0% |
| Q1 2022 | $23,697,000 | +1.7% | 707,808 | -0.3% | 2.30% | +11.0% |
| Q4 2021 | $23,301,000 | – | 709,951 | +0.8% | 2.07% | – |
| Q3 2021 | $0 | – | 704,065 | – | 0.00% | – |
Download | ||||||
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% |