DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,554,269 | +13.9% | 875,361 | +14.7% | 1.92% | +18.3% |
| Q2 2023 | $25,071,992 | -49.1% | 763,227 | -50.0% | 1.62% | -3.6% |
| Q1 2023 | $49,238,754 | +122.4% | 1,527,730 | +109.8% | 1.68% | +7.8% |
| Q4 2022 | $22,139,140 | +123.8% | 728,261 | +89.7% | 1.56% | +92.4% |
| Q3 2022 | $9,891,000 | +32.7% | 383,965 | +51.2% | 0.81% | +44.8% |
| Q2 2022 | $7,453,000 | -59.2% | 254,018 | -53.4% | 0.56% | -55.8% |
| Q1 2022 | $18,256,000 | +87.6% | 545,295 | +83.9% | 1.27% | +83.5% |
| Q4 2021 | $9,731,000 | – | 296,510 | – | 0.69% | – |
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% |