DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,324,755 | -0.6% | 40,612 | +0.1% | 0.12% | +0.8% |
Q2 2023 | $1,332,841 | +2.1% | 40,574 | +0.2% | 0.12% | +9.1% |
Q1 2023 | $1,305,194 | +6.1% | 40,496 | +0.0% | 0.11% | -6.0% |
Q4 2022 | $1,230,500 | +58.2% | 40,477 | +34.1% | 0.12% | +25.8% |
Q3 2022 | $778,000 | -10.8% | 30,191 | +0.1% | 0.09% | -7.9% |
Q2 2022 | $872,000 | -13.3% | 30,168 | +0.4% | 0.10% | -1.9% |
Q1 2022 | $1,006,000 | +4.7% | 30,054 | +2.6% | 0.10% | +6.2% |
Q4 2021 | $961,000 | +0.7% | 29,284 | +0.5% | 0.10% | +2.1% |
Q3 2021 | $954,000 | – | 29,142 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |