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 | $120,006,088 | +0.1% | 3,678,911 | +0.8% | 7.97% | +1.6% |
| Q2 2023 | $119,938,055 | +2.2% | 3,651,082 | +0.2% | 7.85% | -2.2% |
| Q1 2023 | $117,403,457 | +105073.8% | 3,642,676 | -0.8% | 8.02% | +2.2% |
| Q4 2022 | $111,628 | -99.9% | 3,671,968 | +11.9% | 7.85% | +19.9% |
| Q3 2022 | $84,502,000 | -19.3% | 3,280,367 | -9.5% | 6.54% | -17.5% |
| Q2 2022 | $104,699,000 | -13.7% | 3,624,049 | -0.0% | 7.93% | -4.2% |
| Q1 2022 | $121,364,000 | +2.1% | 3,624,983 | +0.1% | 8.28% | -2.1% |
| Q4 2021 | $118,897,000 | – | 3,622,699 | – | 8.46% | – |
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% |