DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,700,436 | -36.0% | 297,730 | -34.6% | 1.16% | -37.7% |
| Q1 2024 | $16,722,823 | +10.0% | 455,035 | +2.8% | 1.86% | +1.0% |
| Q4 2023 | $15,201,838 | +10.1% | 442,428 | +4.5% | 1.84% | -6.5% |
| Q3 2023 | $13,807,557 | +5.6% | 423,284 | +6.4% | 1.96% | +7.9% |
| Q2 2023 | $13,070,054 | +2.2% | 397,868 | +0.3% | 1.82% | -2.1% |
| Q1 2023 | $12,791,100 | +3.8% | 396,869 | -2.1% | 1.86% | -3.5% |
| Q4 2022 | $12,322,435 | +38.6% | 405,342 | +17.5% | 1.93% | +19.7% |
| Q3 2022 | $8,890,000 | – | 345,095 | – | 1.61% | – |
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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% |