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 | $627,380 | +11.5% | 19,233 | +12.3% | 0.06% | +8.9% |
| Q2 2023 | $562,819 | +1.5% | 17,133 | -0.4% | 0.06% | -13.8% |
| Q1 2023 | $554,292 | +164.3% | 17,198 | +149.3% | 0.06% | +160.0% |
| Q4 2022 | $209,699 | +17.8% | 6,898 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $178,000 | -21.9% | 6,898 | -12.4% | 0.02% | -17.9% |
| Q2 2022 | $228,000 | -19.4% | 7,875 | -6.8% | 0.03% | -9.7% |
| Q1 2022 | $283,000 | +2.2% | 8,450 | +0.3% | 0.03% | -6.1% |
| Q4 2021 | $277,000 | 0.0% | 8,425 | -0.6% | 0.03% | -5.7% |
| Q3 2021 | $277,000 | – | 8,473 | – | 0.04% | – |
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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% |