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 | $483 | -6.6% | 14,809 | -5.9% | 0.23% | +10.0% |
Q2 2023 | $517 | -11.8% | 15,745 | -13.5% | 0.21% | -11.4% |
Q1 2023 | $586 | +4.1% | 18,204 | -1.7% | 0.24% | -2.5% |
Q4 2022 | $563 | -99.9% | 18,520 | +12.1% | 0.24% | +30.1% |
Q3 2022 | $426,000 | -38.2% | 16,521 | -30.8% | 0.19% | -31.9% |
Q2 2022 | $689,000 | -18.4% | 23,859 | -5.4% | 0.27% | -3.9% |
Q1 2022 | $844,000 | – | 25,208 | – | 0.28% | – |
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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% |