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 | $53,372,321 | -1.3% | 1,636,148 | -0.6% | 1.89% | +2.2% |
| Q2 2023 | $54,092,596 | +1.0% | 1,646,704 | -0.9% | 1.85% | -2.3% |
| Q1 2023 | $53,574,990 | +6.6% | 1,662,398 | +0.6% | 1.89% | -24.0% |
| Q4 2022 | $50,254,940 | +30.3% | 1,653,251 | +10.4% | 2.49% | +11.9% |
| Q3 2022 | $38,565,000 | +17.6% | 1,497,071 | +31.9% | 2.22% | +21.1% |
| Q2 2022 | $32,792,000 | +3.5% | 1,135,080 | +19.9% | 1.84% | +14.5% |
| Q1 2022 | $31,693,000 | +7.0% | 946,619 | +4.9% | 1.60% | +10.9% |
| Q4 2021 | $29,624,000 | +2.4% | 902,621 | +2.2% | 1.45% | -6.5% |
| Q3 2021 | $28,924,000 | – | 883,321 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |