DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644,121 | 0.0% | 50,049 | 0.0% | 0.34% | -0.9% |
| Q2 2023 | $1,644,121 | -0.4% | 50,049 | -2.3% | 0.35% | -4.1% |
| Q1 2023 | $1,651,318 | -92.5% | 51,235 | -92.2% | 0.36% | -92.8% |
| Q4 2022 | $21,871,945 | +1256.8% | 653,284 | +943.9% | 5.05% | +1152.9% |
| Q3 2022 | $1,612,000 | -14.9% | 62,584 | -4.5% | 0.40% | -5.4% |
| Q2 2022 | $1,894,000 | -23.8% | 65,551 | -11.7% | 0.43% | -13.4% |
| Q1 2022 | $2,484,000 | +4.6% | 74,208 | +1.4% | 0.49% | +8.1% |
| Q4 2021 | $2,375,000 | -2.3% | 73,196 | -1.4% | 0.46% | -5.2% |
| Q3 2021 | $2,430,000 | – | 74,212 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |