DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 263 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,702,656 | +21.9% | 325,662 | +24.7% | 6.24% | +10.4% |
| Q1 2024 | $9,599,687 | +17.4% | 261,216 | +9.7% | 5.66% | +10.9% |
| Q4 2023 | $8,178,984 | +17.6% | 238,033 | +11.6% | 5.10% | +8.6% |
| Q3 2023 | $6,956,856 | +19.2% | 213,237 | +20.0% | 4.70% | +22.3% |
| Q2 2023 | $5,835,603 | +55.6% | 177,648 | -85.8% | 3.84% | +25.6% |
| Q1 2023 | $3,751,490 | -15.3% | 1,249,884 | +758.5% | 3.06% | +11.0% |
| Q4 2022 | $4,428,488 | +28.0% | 145,594 | +8.5% | 2.75% | +20.7% |
| Q3 2022 | $3,459,000 | +45.7% | 134,137 | +63.2% | 2.28% | +67.2% |
| Q2 2022 | $2,374,000 | +11.6% | 82,183 | +29.6% | 1.36% | +29.3% |
| Q1 2022 | $2,127,000 | – | 63,417 | – | 1.06% | – |
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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% |