DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,955,696 | +2.6% | 151,922 | +3.3% | 2.84% | +5.1% |
| Q2 2023 | $4,831,546 | +6.9% | 147,079 | +4.8% | 2.70% | +0.7% |
| Q1 2023 | $4,521,702 | +12.8% | 140,295 | +6.4% | 2.68% | +5.0% |
| Q4 2022 | $4,009,603 | +27.5% | 131,895 | +8.0% | 2.55% | +8.2% |
| Q3 2022 | $3,146,000 | +1.7% | 122,122 | +14.0% | 2.36% | +4.4% |
| Q2 2022 | $3,094,000 | -14.3% | 107,081 | -0.8% | 2.26% | -5.7% |
| Q1 2022 | $3,612,000 | +34.5% | 107,893 | +31.9% | 2.40% | +30.9% |
| Q4 2021 | $2,686,000 | – | 81,827 | – | 1.83% | – |
Download | ||||||
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% |