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 | $1,819,315 | -0.7% | 55,773 | 0.0% | 0.34% | -6.8% |
| Q2 2023 | $1,832,143 | +1.9% | 55,773 | 0.0% | 0.37% | -8.0% |
| Q1 2023 | $1,797,564 | +6.0% | 55,773 | -0.1% | 0.40% | +2.8% |
| Q4 2022 | $1,696,533 | +19.9% | 55,807 | +1.6% | 0.39% | +2.1% |
| Q3 2022 | $1,415,000 | -17.2% | 54,917 | -7.1% | 0.38% | -20.0% |
| Q2 2022 | $1,708,000 | -6.9% | 59,137 | +8.0% | 0.48% | +8.2% |
| Q1 2022 | $1,834,000 | +2.1% | 54,767 | 0.0% | 0.44% | +1.9% |
| Q4 2021 | $1,797,000 | +0.2% | 54,767 | 0.0% | 0.43% | -12.9% |
| Q3 2021 | $1,793,000 | – | 54,767 | – | 0.50% | – |
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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% |