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 | $1,830,189 | -10.3% | 56,106 | -9.7% | 1.86% | -2.4% |
| Q2 2023 | $2,040,052 | +2.8% | 62,102 | +0.9% | 1.91% | +8.0% |
| Q1 2023 | $1,984,079 | +7.4% | 61,560 | +1.3% | 1.77% | +5.0% |
| Q4 2022 | $1,847,195 | +35.9% | 60,763 | +15.2% | 1.68% | +29.8% |
| Q3 2022 | $1,359,000 | -5.2% | 52,768 | +6.3% | 1.30% | -3.1% |
| Q2 2022 | $1,434,000 | +14.6% | 49,650 | +32.8% | 1.34% | -2.3% |
| Q1 2022 | $1,251,000 | +84.8% | 37,373 | +81.1% | 1.37% | +99.3% |
| Q4 2021 | $677,000 | – | 20,636 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |