DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
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. | 1,423,792 | $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% |