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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,770,155 | -3.1% | 51,518 | -8.0% | 0.53% | -9.0% |
| Q3 2023 | $1,826,312 | -0.5% | 55,987 | +0.2% | 0.58% | -1.2% |
| Q2 2023 | $1,835,487 | +2.3% | 55,875 | +0.4% | 0.59% | -2.7% |
| Q1 2023 | $1,793,623 | +4.7% | 55,651 | -1.3% | 0.60% | -2.7% |
| Q4 2022 | $1,713,221 | +2.2% | 56,356 | -13.4% | 0.62% | -5.6% |
| Q3 2022 | $1,677,000 | -10.8% | 65,090 | +0.1% | 0.66% | -4.5% |
| Q2 2022 | $1,879,000 | -28.4% | 65,038 | -17.0% | 0.69% | -17.8% |
| Q1 2022 | $2,625,000 | +1.9% | 78,391 | -0.1% | 0.84% | -0.4% |
| Q4 2021 | $2,575,000 | – | 78,446 | – | 0.84% | – |
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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% |