DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,806,402 | -4.2% | 328,503 | -2.1% | 6.08% | -2.1% |
| Q1 2024 | $12,326,959 | +7.7% | 335,427 | +0.7% | 6.22% | -1.9% |
| Q4 2023 | $11,447,319 | +1.8% | 333,158 | -3.4% | 6.34% | -11.8% |
| Q3 2023 | $11,247,835 | +0.2% | 344,814 | +0.9% | 7.18% | -7.6% |
| Q2 2023 | $11,228,892 | +3.6% | 341,823 | +1.7% | 7.78% | -3.2% |
| Q1 2023 | $10,837,295 | +4.1% | 336,249 | -1.8% | 8.04% | -18.6% |
| Q4 2022 | $10,411,291 | +19.9% | 342,477 | +1.6% | 9.88% | -1.1% |
| Q3 2022 | $8,686,000 | -8.0% | 337,208 | +3.2% | 9.98% | -2.3% |
| Q2 2022 | $9,441,000 | -11.9% | 326,787 | +2.1% | 10.22% | -10.6% |
| Q1 2022 | $10,721,000 | +2.7% | 320,220 | +0.7% | 11.43% | +3.5% |
| Q4 2021 | $10,438,000 | – | 318,029 | – | 11.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |