DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,420,413 | -0.7% | 104,856 | -0.0% | 0.36% | -4.5% |
Q2 2023 | $3,445,811 | +1.9% | 104,895 | +0.0% | 0.38% | -9.7% |
Q1 2023 | $3,380,001 | +5.8% | 104,871 | -0.2% | 0.42% | -13.0% |
Q4 2022 | $3,193,741 | +18.0% | 105,057 | +0.0% | 0.48% | -21.8% |
Q3 2022 | $2,706,000 | -4.1% | 105,033 | +7.5% | 0.62% | -14.9% |
Q2 2022 | $2,822,000 | -13.4% | 97,685 | +0.3% | 0.73% | -12.1% |
Q1 2022 | $3,260,000 | +7.0% | 97,383 | +4.9% | 0.83% | -3.0% |
Q4 2021 | $3,047,000 | – | 92,840 | – | 0.85% | – |
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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% |