DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
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. | 1,453,013 | $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% |