DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
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. | 1,453,013 | $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% |