DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $677,146 | -2.2% | 18,841 | 0.0% | 0.03% | -8.6% |
| Q1 2024 | $692,407 | +7.0% | 18,841 | 0.0% | 0.04% | -10.3% |
| Q4 2023 | $647,377 | +5.3% | 18,841 | 0.0% | 0.04% | -13.3% |
| Q3 2023 | $614,593 | -0.7% | 18,841 | 0.0% | 0.04% | +87.5% |
| Q2 2023 | $618,927 | +1.9% | 18,841 | 0.0% | 0.02% | -56.4% |
| Q1 2023 | $607,245 | -10.1% | 18,841 | -15.2% | 0.06% | -24.7% |
| Q4 2022 | $675,397 | +18.1% | 22,217 | 0.0% | 0.07% | +170.4% |
| Q3 2022 | $572,000 | -10.9% | 22,217 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $642,000 | -13.7% | 22,217 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $744,000 | +2.1% | 22,217 | 0.0% | 0.03% | +30.4% |
| Q4 2021 | $729,000 | – | 22,217 | – | 0.02% | – |
Download | ||||||
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% |