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 | $185,734 | +0.2% | 5,694 | +0.9% | 0.13% | +4.8% |
| Q2 2023 | $185,410 | +3.8% | 5,644 | +1.8% | 0.12% | +6.8% |
| Q1 2023 | $178,666 | +6.5% | 5,543 | +0.5% | 0.12% | -8.6% |
| Q4 2022 | $167,759 | +19.0% | 5,518 | +1.0% | 0.13% | +26.7% |
| Q3 2022 | $141,000 | -10.2% | 5,466 | +0.5% | 0.10% | -2.9% |
| Q2 2022 | $157,000 | -11.8% | 5,437 | +2.3% | 0.10% | +6.1% |
| Q1 2022 | $178,000 | +2.3% | 5,317 | +0.2% | 0.10% | -3.0% |
| Q4 2021 | $174,000 | +1.8% | 5,307 | +1.8% | 0.10% | -2.9% |
| Q3 2021 | $171,000 | – | 5,212 | – | 0.10% | – |
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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% |