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 | $12,059,317 | +35.6% | 369,691 | +36.6% | 1.20% | +31.4% |
| Q2 2023 | $8,892,988 | +15.7% | 270,715 | +10.4% | 0.92% | +10.8% |
| Q1 2023 | $7,689,049 | +0.8% | 245,280 | -2.2% | 0.83% | -0.1% |
| Q4 2022 | $7,625,626 | +17.6% | 250,843 | -0.4% | 0.83% | +9.0% |
| Q3 2022 | $6,487,000 | +4.1% | 251,801 | +16.7% | 0.76% | +11.6% |
| Q2 2022 | $6,234,000 | -16.1% | 215,775 | -2.8% | 0.68% | -3.8% |
| Q1 2022 | $7,430,000 | -0.6% | 221,903 | -2.6% | 0.71% | +4.6% |
| Q4 2021 | $7,475,000 | +0.5% | 227,759 | +0.2% | 0.68% | -6.4% |
| Q3 2021 | $7,440,000 | – | 227,211 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |