DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,859 | -3.8% | 19,462 | -3.1% | 0.06% | -5.9% |
| Q2 2023 | $659,834 | +3.8% | 20,086 | +1.8% | 0.07% | -6.8% |
| Q1 2023 | $635,757 | +6.5% | 19,726 | +0.5% | 0.07% | -3.9% |
| Q4 2022 | $596,909 | +19.1% | 19,635 | +1.0% | 0.08% | 0.0% |
| Q3 2022 | $501,000 | -10.4% | 19,446 | +0.5% | 0.08% | -15.6% |
| Q2 2022 | $559,000 | -9.8% | 19,346 | +2.5% | 0.09% | -18.2% |
| Q4 2021 | $620,000 | +2.1% | 18,879 | +1.8% | 0.11% | -21.4% |
| Q3 2021 | $607,000 | – | 18,537 | – | 0.14% | – |
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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% |