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 | $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. | 1,453,013 | $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% |