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 | $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. | 1,423,792 | $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% |