DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,955,854 | -0.8% | 151,927 | -0.1% | 0.49% | -2.4% |
| Q2 2023 | $4,996,559 | +1.1% | 152,102 | -0.9% | 0.50% | -7.1% |
| Q1 2023 | $4,944,632 | +3.4% | 153,417 | -2.5% | 0.54% | -6.3% |
| Q4 2022 | $4,783,279 | +9.4% | 157,345 | -7.3% | 0.57% | -7.9% |
| Q3 2022 | $4,373,000 | -15.9% | 169,778 | -5.6% | 0.62% | -30.8% |
| Q2 2022 | $5,198,000 | -13.1% | 179,914 | +0.8% | 0.90% | -5.9% |
| Q1 2022 | $5,979,000 | +1.2% | 178,573 | -0.8% | 0.96% | +1.9% |
| Q4 2021 | $5,907,000 | -2.8% | 179,993 | -3.0% | 0.94% | -22.3% |
| Q3 2021 | $6,078,000 | – | 185,622 | – | 1.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |