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 | $3,995 | +8.0% | 122,465 | +8.8% | 3.11% | +17.7% |
Q2 2023 | $3,699 | +10.5% | 112,604 | +8.5% | 2.64% | +19.2% |
Q1 2023 | $3,346 | -99.9% | 103,806 | +22.7% | 2.22% | +33.6% |
Q4 2022 | $2,572,630 | +14.1% | 84,626 | -3.3% | 1.66% | 0.0% |
Q3 2022 | $2,254,000 | -12.1% | 87,486 | -1.4% | 1.66% | -8.0% |
Q2 2022 | $2,563,000 | +34.6% | 88,726 | +56.0% | 1.80% | +40.3% |
Q1 2022 | $1,904,000 | – | 56,858 | – | 1.28% | – |
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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% |