DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,823,591 | -2.9% | 55,904 | -2.2% | 1.13% | -3.2% |
| Q2 2023 | $1,877,546 | -0.2% | 57,155 | -2.1% | 1.17% | -8.9% |
| Q1 2023 | $1,882,026 | -0.6% | 58,394 | -6.2% | 1.28% | -8.2% |
| Q4 2022 | $1,893,184 | +12.6% | 62,276 | -4.6% | 1.40% | +4.2% |
| Q3 2022 | $1,682,000 | -16.8% | 65,300 | -6.7% | 1.34% | -12.5% |
| Q2 2022 | $2,021,000 | -10.7% | 69,972 | +1.5% | 1.54% | +3.0% |
| Q4 2021 | $2,264,000 | +1.6% | 68,969 | +1.3% | 1.49% | -2.0% |
| Q3 2021 | $2,228,000 | – | 68,052 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |