DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,984 | -4.8% | 84,211 | -4.1% | 0.01% | +175.0% |
| Q2 2023 | $2,884,896 | -0.5% | 87,820 | -2.4% | 0.00% | -93.1% |
| Q1 2023 | $2,900,433 | -29.8% | 89,991 | -33.8% | 0.06% | +11.5% |
| Q4 2022 | $4,132,299 | +15.1% | 135,921 | -2.5% | 0.05% | +15.6% |
| Q3 2022 | $3,590,000 | -19.5% | 139,387 | -9.7% | 0.04% | -18.2% |
| Q2 2022 | $4,458,000 | +18.5% | 154,346 | +37.4% | 0.06% | +41.0% |
| Q1 2022 | $3,761,000 | +3.8% | 112,329 | +1.8% | 0.04% | +11.4% |
| Q4 2021 | $3,624,000 | +10.8% | 110,394 | +10.5% | 0.04% | -20.5% |
| Q3 2021 | $3,272,000 | – | 99,924 | – | 0.04% | – |
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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% |