DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,413,608 | -0.8% | 73,992 | -0.1% | 0.23% | -2.9% |
| Q2 2023 | $2,432,436 | -3.8% | 74,047 | -5.6% | 0.24% | -13.4% |
| Q1 2023 | $2,527,484 | +6.0% | 78,420 | -0.0% | 0.28% | -3.5% |
| Q4 2022 | $2,384,581 | +11.6% | 78,440 | -0.0% | 0.29% | +6.3% |
| Q3 2022 | $2,137,000 | -2.1% | 78,469 | -0.1% | 0.27% | -12.9% |
| Q2 2022 | $2,183,000 | -22.7% | 78,516 | -6.9% | 0.31% | -25.3% |
| Q1 2022 | $2,823,000 | +0.0% | 84,313 | -1.9% | 0.42% | -10.4% |
| Q4 2021 | $2,822,000 | -7.3% | 85,978 | -7.6% | 0.46% | -15.7% |
| Q3 2021 | $3,045,000 | – | 93,006 | – | 0.55% | – |
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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% |