DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 248 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,386,197 | -0.6% | 567,229 | +1.6% | 7.74% | -1.2% |
| Q1 2024 | $20,515,210 | +6.9% | 558,236 | -0.1% | 7.84% | -5.5% |
| Q4 2023 | $19,197,388 | +6.0% | 558,713 | +0.6% | 8.30% | -10.0% |
| Q3 2023 | $18,108,319 | +0.2% | 555,129 | +0.9% | 9.22% | +3.3% |
| Q2 2023 | $18,076,249 | +4.5% | 550,266 | +2.5% | 8.92% | -4.0% |
| Q1 2023 | $17,296,583 | +4.2% | 536,661 | -1.7% | 9.30% | -2.5% |
| Q4 2022 | $16,603,777 | +20.2% | 546,177 | +1.9% | 9.53% | +7.0% |
| Q3 2022 | $13,813,000 | -12.2% | 536,211 | -1.5% | 8.91% | -7.8% |
| Q2 2022 | $15,732,000 | -13.9% | 544,547 | -0.3% | 9.67% | -7.3% |
| Q1 2022 | $18,278,000 | +0.8% | 545,939 | +1.3% | 10.43% | -4.9% |
| Q4 2021 | $18,130,000 | – | 538,790 | – | 10.97% | – |
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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% |