DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 471 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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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% |