DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,782,712 | +2.5% | 913,020 | +3.2% | 3.57% | +1.7% |
| Q2 2023 | $29,061,048 | +3.0% | 884,659 | +1.1% | 3.51% | -0.5% |
| Q1 2023 | $28,201,121 | +7.7% | 874,996 | +1.6% | 3.53% | -0.5% |
| Q4 2022 | $26,188,080 | +24.4% | 861,450 | +5.4% | 3.55% | +16.4% |
| Q3 2022 | $21,050,000 | +12.2% | 817,172 | +25.9% | 3.05% | +7.6% |
| Q2 2022 | $18,753,000 | – | 649,103 | – | 2.84% | – |
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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% |