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 | $22,811,051 | +2.1% | 699,296 | +2.8% | 9.41% | +1.7% |
| Q2 2023 | $22,345,557 | +1.8% | 680,230 | -0.2% | 9.26% | -3.6% |
| Q1 2023 | $21,956,991 | +6.2% | 681,259 | +0.2% | 9.60% | -12.6% |
| Q4 2022 | $20,668,155 | +18.8% | 679,874 | +0.7% | 10.99% | -0.9% |
| Q3 2022 | $17,391,000 | -13.9% | 675,123 | -3.5% | 11.08% | -12.2% |
| Q2 2022 | $20,203,000 | -9.6% | 699,299 | +4.7% | 12.63% | -15.5% |
| Q1 2022 | $22,359,000 | +2.9% | 667,838 | +0.9% | 14.95% | +7.5% |
| Q4 2021 | $21,731,000 | – | 662,136 | – | 13.90% | – |
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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% |