DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
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. | 1,441,453 | $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% |