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 | $6,636,939 | +20.9% | 203,457 | +21.7% | 0.01% | 0.0% |
| Q2 2023 | $5,489,311 | -0.6% | 167,210 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $5,523,535 | +10.8% | 171,208 | +4.4% | 0.01% | 0.0% |
| Q4 2022 | $4,983,894 | +17.0% | 163,940 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $4,259,000 | -7.3% | 165,298 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $4,594,000 | +45.1% | 158,963 | +68.1% | 0.01% | +66.7% |
| Q1 2022 | $3,167,000 | -37.1% | 94,585 | -38.3% | 0.01% | -40.0% |
| Q4 2021 | $5,032,000 | +0.2% | 153,230 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $5,023,000 | – | 153,401 | – | 0.01% | – |
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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% |