Klingman & Associates, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$317,100
-0.7%
9,7210.0%0.03%0.0%
Q2 2023$319,335
+1.9%
9,7210.0%0.03%
-3.7%
Q1 2023$313,308
+6.0%
9,7210.0%0.03%
+3.8%
Q4 2022$295,518
+18.2%
9,7210.0%0.03%
+4.0%
Q3 2022$250,000
-11.0%
9,7210.0%0.02%
-7.4%
Q2 2022$281,000
-13.5%
9,7210.0%0.03%
-3.6%
Q1 2022$325,000
+1.9%
9,7210.0%0.03%
+3.7%
Q4 2021$319,000
+0.3%
9,7210.0%0.03%
-10.0%
Q3 2021$318,0009,7210.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,453,013$46,830,60931.79%
Team Hewins, LLC 1,688,809$54,430,31028.89%
RESOURCE CONSULTING GROUP INC 2,241,534$72,244,65318.63%
M Financial Asset Management, Inc. 136,495$4,39915.57%
Shearwater Capital LLC 374,086$12,056,80311.20%
KRAFT ASSET MANAGEMENT, LLC 372,966$12,020,69210.72%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,467,562$47,299,53510.69%
DOPKINS WEALTH MANAGEMENT, LLC 333,113$10,736,22210.05%
BAYSHORE ASSET MANAGEMENT, LLC 523,149$16,861,10010.03%
Disciplined Equity Management, Inc. 352,583$11,363,7519.62%
View complete list of DIMENSIONAL ETF TRUST shareholders