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 | $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. | 1,453,013 | $46,830,609 | 31.79% |
| Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
| RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
| M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
| Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
| KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
| DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
| BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
| Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |