DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,841,362 | -3.3% | 106,883 | -1.1% | 0.14% | +88.9% |
| Q1 2024 | $3,970,751 | +12.9% | 108,048 | +2.6% | 0.07% | -37.9% |
| Q4 2023 | $3,518,241 | +2.3% | 105,274 | -0.1% | 0.12% | -11.5% |
| Q3 2023 | $3,438,390 | +0.4% | 105,407 | +1.2% | 0.13% | +4.0% |
| Q2 2023 | $3,423,160 | +2.1% | 104,206 | +0.2% | 0.13% | -3.8% |
| Q1 2023 | $3,352,001 | +147305.5% | 104,003 | +39.1% | 0.13% | +2.3% |
| Q4 2022 | $2,274 | -99.9% | 74,792 | +7.8% | 0.13% | +17.4% |
| Q3 2022 | $1,787,000 | -36.1% | 69,362 | -28.3% | 0.11% | -5.2% |
| Q2 2022 | $2,796,000 | – | 96,786 | – | 0.12% | – |
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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% |