DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,622,484 | -5.1% | 172,363 | -4.5% | 3.42% | +8.0% |
| Q2 2023 | $5,926,734 | -2.9% | 180,418 | -4.8% | 3.17% | +23.1% |
| Q1 2023 | $6,105,791 | +19.1% | 189,444 | +12.4% | 2.57% | +2.6% |
| Q4 2022 | $5,125,634 | +21.3% | 168,606 | +2.8% | 2.51% | +29.1% |
| Q3 2022 | $4,226,000 | -5.4% | 164,062 | +6.1% | 1.94% | -3.8% |
| Q2 2022 | $4,467,000 | -46.3% | 154,634 | -37.7% | 2.02% | +17.5% |
| Q1 2022 | $8,312,000 | +246.3% | 248,252 | +239.5% | 1.72% | +62.4% |
| Q4 2021 | $2,400,000 | +36.4% | 73,131 | +36.1% | 1.06% | +23.9% |
| Q3 2021 | $1,759,000 | – | 53,717 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |