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 | $18,093,573 | +9.4% | 554,677 | +10.2% | 3.70% | +7.3% |
| Q2 2023 | $16,540,615 | +21.6% | 503,519 | +19.3% | 3.44% | +14.8% |
| Q1 2023 | $13,603,426 | +69.5% | 422,073 | +59.9% | 3.00% | +50.8% |
| Q4 2022 | $8,026,691 | +33.1% | 264,036 | +12.8% | 1.99% | +16.1% |
| Q3 2022 | $6,031,000 | +344.4% | 234,109 | +398.3% | 1.71% | +335.9% |
| Q2 2022 | $1,357,000 | – | 46,980 | – | 0.39% | – |
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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% |