DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 367 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $161 | -15.7% | 4,489 | -13.4% | 0.03% | -18.2% |
| Q1 2024 | $191 | +7.3% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $178 | +5.3% | 5,184 | 0.0% | 0.03% | -5.7% |
| Q3 2023 | $169 | -0.6% | 5,184 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $170 | +1.8% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $167 | +5.7% | 5,184 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $158 | -99.9% | 5,184 | 0.0% | 0.03% | +3.0% |
| Q3 2022 | $134,000 | -10.7% | 5,184 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $150,000 | -13.8% | 5,184 | 0.0% | 0.03% | +3.0% |
| Q1 2022 | $174,000 | +2.4% | 5,184 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $170,000 | 0.0% | 5,184 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $170,000 | – | 5,184 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,406,970 | $50,566,509 | 28.35% |
| Team Hewins, LLC | 1,801,917 | $64,760,910 | 26.90% |
| M Financial Asset Management, Inc. | 118,893 | $4,273 | 16.47% |
| Efficient Frontier Advisors LLC | 571,292 | $20,532 | 14.47% |
| FMFE Wealth Management, LLC | 374,246 | $13,450,394 | 12.50% |
| Trinity Financial Advisors LLC | 602,094 | $21,639,248 | 9.69% |
| KRAFT ASSET MANAGEMENT, LLC | 316,463 | $11,373,693 | 9.56% |
| Shearwater Capital LLC | 357,806 | $12,859,540 | 9.45% |
| VESTIA PERSONAL WEALTH ADVISORS | 238,666 | $8,577,646 | 9.15% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,610,200 | $57,870,599 | 8.86% |