DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 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 | ||||
---|---|---|---|---|---|---|
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. | 1,453,013 | $46,830,609 | 31.79% |
Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |