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 | $20,048,485 | +21.2% | 614,609 | +22.1% | 0.25% | -7.4% |
| Q2 2023 | $16,537,895 | +19.1% | 503,437 | +16.9% | 0.27% | +13.9% |
| Q1 2023 | $13,884,323 | +63.2% | 430,785 | +54.0% | 0.24% | +43.6% |
| Q4 2022 | $8,506,462 | +51.2% | 279,817 | +28.3% | 0.16% | +31.0% |
| Q3 2022 | $5,626,000 | +81.5% | 218,171 | +103.4% | 0.13% | +93.8% |
| Q2 2022 | $3,100,000 | +27.8% | 107,258 | +48.1% | 0.06% | +97.0% |
| Q1 2022 | $2,425,000 | – | 72,439 | – | 0.03% | – |
Download | ||||||
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% |