DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,378,892 | +7.6% | 195,552 | +8.3% | 1.86% | +10.4% |
| Q2 2023 | $5,929,870 | +10.8% | 180,514 | +8.8% | 1.69% | -1.6% |
| Q1 2023 | $5,349,602 | +57.2% | 165,982 | +25.7% | 1.71% | +39.8% |
| Q4 2022 | $3,402,249 | +0.0% | 132,075 | 0.0% | 1.22% | +0.2% |
| Q3 2022 | $3,402,000 | +5.7% | 132,075 | +18.6% | 1.22% | +6.5% |
| Q2 2022 | $3,218,000 | -13.8% | 111,378 | -0.1% | 1.15% | -3.1% |
| Q1 2022 | $3,732,000 | +9.8% | 111,476 | +7.7% | 1.18% | +11.8% |
| Q4 2021 | $3,398,000 | – | 103,546 | – | 1.06% | – |
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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% |