DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
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. | 1,423,792 | $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% |