DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,589,492 | -5.9% | 508,568 | -1.7% | 9.72% | +1.1% |
| Q2 2023 | $17,632,739 | +4.6% | 517,544 | -1.1% | 9.61% | -4.2% |
| Q1 2023 | $16,861,100 | +9.4% | 523,149 | +3.2% | 10.03% | +1.1% |
| Q4 2022 | $15,415,756 | +20.0% | 507,097 | +1.7% | 9.92% | +2.2% |
| Q3 2022 | $12,850,000 | -20.1% | 498,845 | -10.4% | 9.70% | -16.7% |
| Q2 2022 | $16,081,000 | -7.7% | 556,621 | +7.0% | 11.65% | -8.8% |
| Q1 2022 | $17,420,000 | -11.6% | 520,303 | -13.4% | 12.77% | -10.8% |
| Q4 2021 | $19,707,000 | – | 600,472 | – | 14.32% | – |
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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% |