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 | $24,461,873 | +4.2% | 749,904 | +4.9% | 3.64% | +9.5% |
| Q2 2023 | $23,482,481 | +1.0% | 714,839 | -0.9% | 3.33% | -7.3% |
| Q1 2023 | $23,245,486 | +106432.9% | 721,237 | +0.5% | 3.59% | -1.0% |
| Q4 2022 | $21,820 | -99.9% | 717,778 | +3.7% | 3.62% | +4.7% |
| Q3 2022 | $17,837,000 | -12.3% | 692,448 | -1.7% | 3.46% | -8.3% |
| Q2 2022 | $20,342,000 | -10.8% | 704,110 | +3.3% | 3.77% | -17.7% |
| Q1 2022 | $22,812,000 | +5.1% | 681,349 | +3.0% | 4.58% | +2.1% |
| Q4 2021 | $21,712,000 | -0.1% | 661,537 | -0.3% | 4.49% | -6.8% |
| Q3 2021 | $21,735,000 | – | 663,752 | – | 4.82% | – |
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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% |