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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,378,475 | -65.6% | 72,404 | -66.3% | 0.50% | -70.5% |
| Q1 2023 | $6,914,551 | +23.5% | 214,538 | +16.5% | 1.68% | +21.0% |
| Q4 2022 | $5,599,024 | +15.9% | 184,178 | +9.3% | 1.39% | +8.7% |
| Q3 2022 | $4,832,000 | +28.9% | 168,491 | +29.9% | 1.28% | +16.9% |
| Q2 2022 | $3,748,000 | +251.9% | 129,726 | +299.8% | 1.10% | +231.1% |
| Q4 2021 | $1,065,000 | +45.9% | 32,450 | +45.6% | 0.33% | +31.9% |
| Q3 2021 | $730,000 | – | 22,290 | – | 0.25% | – |
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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% |