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 | $52,542,357 | -0.3% | 1,610,740 | +0.4% | 10.88% | +2.7% |
| Q2 2023 | $52,677,698 | +11.4% | 1,603,583 | +9.3% | 10.60% | -0.9% |
| Q1 2023 | $47,299,535 | +6.2% | 1,467,562 | +0.2% | 10.69% | +0.4% |
| Q4 2022 | $44,538,774 | +16.5% | 1,465,090 | -1.3% | 10.64% | +2.3% |
| Q3 2022 | $38,222,000 | -0.7% | 1,483,793 | +11.4% | 10.40% | -4.7% |
| Q2 2022 | $38,496,000 | -28.3% | 1,332,512 | -16.9% | 10.91% | -20.9% |
| Q1 2022 | $53,676,000 | +29.5% | 1,603,235 | +27.0% | 13.79% | +16.2% |
| Q4 2021 | $41,433,000 | – | 1,262,428 | – | 11.87% | – |
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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% |