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 | $4,236,105 | +10.3% | 129,862 | +11.0% | 2.80% | +12.3% |
| Q2 2023 | $3,841,566 | -0.8% | 116,943 | -2.6% | 2.49% | -0.8% |
| Q1 2023 | $3,871,346 | +4.0% | 120,116 | -1.9% | 2.51% | +0.2% |
| Q4 2022 | $3,723,032 | +29.0% | 122,468 | +9.3% | 2.51% | +19.1% |
| Q3 2022 | $2,885,000 | +21.7% | 112,000 | +36.5% | 2.10% | +27.0% |
| Q2 2022 | $2,371,000 | +7.1% | 82,056 | +24.1% | 1.66% | +20.9% |
| Q1 2022 | $2,214,000 | -26.6% | 66,143 | -28.0% | 1.37% | -22.5% |
| Q4 2021 | $3,017,000 | +523.3% | 91,928 | +521.9% | 1.77% | +501.4% |
| Q3 2021 | $484,000 | – | 14,781 | – | 0.29% | – |
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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% |