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 | $13,304,853 | -5.8% | 407,874 | -5.1% | 4.80% | -5.0% |
| Q2 2023 | $14,124,403 | +0.3% | 429,967 | -1.6% | 5.05% | -3.5% |
| Q1 2023 | $14,079,867 | +3.9% | 436,856 | -2.0% | 5.24% | -4.5% |
| Q4 2022 | $13,546,110 | +14.9% | 445,596 | -2.6% | 5.48% | +6.7% |
| Q3 2022 | $11,785,000 | -3.9% | 457,500 | +7.8% | 5.14% | -2.3% |
| Q2 2022 | $12,265,000 | -0.2% | 424,534 | +13.4% | 5.26% | +1.2% |
| Q4 2021 | $12,290,000 | +0.7% | 374,463 | +0.5% | 5.19% | -10.7% |
| Q3 2021 | $12,203,000 | – | 372,660 | – | 5.82% | – |
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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% |