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 | $283,850 | -0.1% | 8,702 | +0.9% | 0.15% | +2.0% |
| Q2 2023 | $284,043 | +3.0% | 8,626 | +1.8% | 0.15% | +6.5% |
| Q1 2023 | $275,842 | +7.6% | 8,472 | +0.5% | 0.14% | +3.0% |
| Q4 2022 | $256,379 | +19.2% | 8,434 | +1.0% | 0.13% | +7.2% |
| Q3 2022 | $215,000 | -10.4% | 8,353 | +0.5% | 0.12% | -6.7% |
| Q2 2022 | $240,000 | -11.8% | 8,309 | +2.3% | 0.13% | -8.8% |
| Q1 2022 | $272,000 | -1.4% | 8,126 | +0.2% | 0.15% | -2.6% |
| Q4 2021 | $276,000 | – | 8,110 | – | 0.15% | – |
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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% |