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 | $60,413 | -0.7% | 1,852 | 0.0% | 0.02% | +5.0% |
Q2 2023 | $60,839 | -12.5% | 1,852 | -14.2% | 0.02% | -16.7% |
Q1 2023 | $69,553 | +24.2% | 2,158 | 0.0% | 0.02% | +9.1% |
Q3 2022 | $56,000 | -9.7% | 2,158 | 0.0% | 0.02% | -15.4% |
Q2 2022 | $62,000 | -13.9% | 2,158 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $72,000 | +1.4% | 2,158 | 0.0% | 0.03% | -10.3% |
Q4 2021 | $71,000 | 0.0% | 2,158 | 0.0% | 0.03% | -6.5% |
Q3 2021 | $71,000 | – | 2,158 | – | 0.03% | – |
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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% |