DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
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. | 1,423,792 | $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% |