DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 248 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,709,619 | -8.3% | 186,689 | -6.2% | 0.89% | -20.3% |
| Q1 2024 | $7,314,900 | +6.6% | 199,045 | -0.4% | 1.12% | -3.8% |
| Q4 2023 | $6,863,767 | +7.0% | 199,760 | +1.6% | 1.16% | -7.3% |
| Q3 2023 | $6,416,008 | +1998.5% | 196,692 | +1855.8% | 1.25% | +1407.2% |
| Q4 2022 | $305,742 | +0.9% | 10,057 | -14.2% | 0.08% | -24.5% |
| Q3 2022 | $303,000 | -22.3% | 11,719 | -12.9% | 0.11% | -16.7% |
| Q2 2022 | $390,000 | -15.8% | 13,451 | -2.5% | 0.13% | -7.7% |
| Q1 2022 | $463,000 | +34.2% | 13,801 | +31.7% | 0.14% | +38.8% |
| Q4 2021 | $345,000 | – | 10,476 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |