DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |