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 | $9,262,490 | +2.0% | 283,951 | +2.7% | 3.16% | +1.6% |
Q2 2023 | $9,080,352 | +9.3% | 276,419 | +7.2% | 3.11% | +8.7% |
Q1 2023 | $8,311,039 | +11.0% | 257,867 | +4.7% | 2.86% | -0.2% |
Q4 2022 | $7,484,796 | +25.5% | 246,210 | +7.1% | 2.86% | +4.3% |
Q3 2022 | $5,966,000 | +793.1% | 229,892 | -0.5% | 2.75% | +1368.4% |
Q2 2022 | $668,000 | -85.6% | 231,095 | +64.0% | 0.19% | -90.2% |
Q4 2021 | $4,625,000 | – | 140,909 | – | 1.90% | – |
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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% |