DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,946,199 | +21.4% | 243,599 | +22.2% | 0.08% | +18.2% |
| Q2 2023 | $6,546,020 | +35.1% | 199,270 | +32.6% | 0.07% | +24.5% |
| Q1 2023 | $4,845,240 | +16.3% | 150,333 | +9.7% | 0.05% | +43.2% |
| Q4 2022 | $4,167,779 | -99.9% | 137,098 | -59.1% | 0.04% | -19.6% |
| Q3 2022 | $4,316,312,000 | +86260.8% | 334,812 | +93.5% | 0.05% | -9.8% |
| Q2 2022 | $4,998,000 | +9.7% | 172,990 | +27.1% | 0.05% | +8.5% |
| Q1 2022 | $4,555,000 | +138.1% | 136,059 | +133.4% | 0.05% | +147.4% |
| Q4 2021 | $1,913,000 | +25.0% | 58,294 | +24.7% | 0.02% | +26.7% |
| Q3 2021 | $1,530,000 | – | 46,738 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |