DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,401,450 | +7.8% | 3,629,719 | +8.6% | 5.74% | -6.1% |
| Q2 2023 | $109,833,158 | +6.5% | 3,343,475 | +4.5% | 6.11% | -8.3% |
| Q1 2023 | $103,154,687 | +15.2% | 3,200,579 | +8.7% | 6.67% | -3.9% |
| Q4 2022 | $89,540,847 | -20.8% | 2,945,422 | -32.9% | 6.94% | +3.9% |
| Q3 2022 | $113,114,000 | +48.6% | 4,391,067 | +66.7% | 6.68% | +4.2% |
| Q2 2022 | $76,096,000 | +8.9% | 2,633,852 | +26.2% | 6.41% | -7.9% |
| Q1 2022 | $69,879,000 | +30.4% | 2,087,112 | +27.8% | 6.96% | -37.8% |
| Q4 2021 | $53,604,000 | – | 1,633,287 | – | 11.19% | – |
Download | ||||||
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% |