DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 248 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,273 | -23.3% | 118,893 | -21.6% | 16.47% | +6.2% |
| Q1 2024 | $5,573 | +7.1% | 151,653 | +0.1% | 15.51% | -5.6% |
| Q4 2023 | $5,205 | +4.9% | 151,503 | -0.4% | 16.43% | -1.9% |
| Q3 2023 | $4,961 | -1.4% | 152,098 | -0.7% | 16.74% | +3.3% |
| Q2 2023 | $5,031 | +14.4% | 153,151 | +12.2% | 16.21% | +4.1% |
| Q1 2023 | $4,399 | +5.0% | 136,495 | -0.5% | 15.57% | +1.8% |
| Q4 2022 | $4,190 | -99.9% | 137,215 | +2.3% | 15.30% | +3.4% |
| Q3 2022 | $3,456,000 | -11.0% | 134,159 | -0.2% | 14.80% | -9.3% |
| Q2 2022 | $3,884,000 | -16.2% | 134,451 | -2.9% | 16.31% | -15.1% |
| Q1 2022 | $4,637,000 | +3.4% | 138,509 | +1.3% | 19.21% | +1.0% |
| Q4 2021 | $4,486,000 | +45.2% | 136,691 | +44.9% | 19.02% | +27.2% |
| Q3 2021 | $3,090,000 | – | 94,352 | – | 14.95% | – |
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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% |