DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,830,868 | +14.3% | 393,344 | +15.1% | 9.71% | -2.9% |
| Q2 2023 | $11,225,944 | +4.6% | 341,733 | +2.6% | 10.00% | -0.5% |
| Q1 2023 | $10,736,222 | +4.1% | 333,113 | -1.9% | 10.05% | +10.7% |
| Q4 2022 | $10,318,098 | +19.8% | 339,411 | +1.5% | 9.08% | -5.9% |
| Q3 2022 | $8,613,000 | -12.4% | 334,362 | -1.8% | 9.65% | -9.2% |
| Q2 2022 | $9,837,000 | -12.6% | 340,490 | +1.2% | 10.62% | -13.1% |
| Q1 2022 | $11,261,000 | +1.1% | 336,349 | -0.9% | 12.23% | +11.2% |
| Q4 2021 | $11,139,000 | – | 339,409 | – | 10.99% | – |
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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% |