DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 172 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $574,843 | +3.7% | 16,730 | -1.6% | 0.14% | -10.0% |
| Q3 2023 | $554,508 | +0.9% | 16,999 | +1.6% | 0.16% | +1.9% |
| Q2 2023 | $549,581 | +1.9% | 16,730 | 0.0% | 0.16% | -4.3% |
| Q1 2023 | $539,208 | +6.0% | 16,730 | 0.0% | 0.16% | -0.6% |
| Q4 2022 | $508,592 | -4.2% | 16,730 | -18.8% | 0.16% | -15.4% |
| Q3 2022 | $531,000 | -10.8% | 20,601 | 0.0% | 0.20% | -9.7% |
| Q2 2022 | $595,000 | -15.8% | 20,601 | -2.4% | 0.22% | -6.1% |
| Q1 2022 | $707,000 | +2.0% | 21,110 | 0.0% | 0.23% | +7.0% |
| Q4 2021 | $693,000 | +2.8% | 21,110 | +2.5% | 0.22% | -4.0% |
| Q3 2021 | $674,000 | – | 20,590 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |