DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,414,248 | -1.8% | 196,635 | -1.1% | 1.27% | -9.6% |
| Q2 2023 | $6,529,976 | +1.4% | 198,782 | -0.5% | 1.40% | -7.2% |
| Q1 2023 | $6,439,892 | +105645.4% | 199,810 | -0.3% | 1.51% | -6.3% |
| Q4 2022 | $6,090 | -99.9% | 200,337 | -0.7% | 1.61% | -5.3% |
| Q3 2022 | $5,198,000 | -10.8% | 201,782 | +0.1% | 1.70% | +0.8% |
| Q2 2022 | $5,827,000 | -13.6% | 201,679 | +0.2% | 1.69% | -0.7% |
| Q1 2022 | $6,741,000 | -1.6% | 201,336 | -3.6% | 1.70% | -1.3% |
| Q4 2021 | $6,853,000 | – | 208,797 | – | 1.72% | – |
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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% |