DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 367 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,988,291 | +3.8% | 55,323 | +6.1% | 0.48% | +0.6% |
| Q1 2024 | $1,915,483 | +20.4% | 52,122 | +12.6% | 0.48% | +15.6% |
| Q4 2023 | $1,590,778 | +14.5% | 46,297 | +8.7% | 0.42% | +2.7% |
| Q3 2023 | $1,389,286 | +3.2% | 42,590 | +3.9% | 0.41% | +0.2% |
| Q2 2023 | $1,346,160 | +5.8% | 40,979 | +3.8% | 0.40% | -4.0% |
| Q1 2023 | $1,272,247 | +186.2% | 39,474 | +169.9% | 0.42% | +165.4% |
| Q4 2022 | $444,600 | +58.2% | 14,625 | +34.2% | 0.16% | +45.9% |
| Q3 2022 | $281,000 | – | 10,895 | – | 0.11% | – |
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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% |