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 | $11,577,796 | -0.6% | 354,929 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $11,651,639 | +113419.5% | 354,692 | +11.4% | 0.04% | +2.3% |
| Q1 2023 | $10,264 | +26.6% | 318,467 | +19.4% | 0.04% | +7.3% |
| Q4 2022 | $8,108 | -99.8% | 266,720 | +50.7% | 0.04% | +70.8% |
| Q3 2022 | $4,558,000 | -24.5% | 176,982 | -15.4% | 0.02% | -25.0% |
| Q2 2022 | $6,040,000 | +76.8% | 209,107 | +104.9% | 0.03% | +100.0% |
| Q1 2022 | $3,417,000 | +396.7% | 102,067 | +386.3% | 0.02% | +433.3% |
| Q4 2021 | $688,000 | +503.5% | 20,987 | +500.3% | 0.00% | +200.0% |
| Q3 2021 | $114,000 | – | 3,496 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |