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. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |