DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,720,674 | -2.9% | 328,653 | -2.2% | 10.08% | +1.7% |
| Q2 2023 | $11,036,283 | -8.2% | 335,960 | -9.9% | 9.92% | -7.5% |
| Q1 2023 | $12,020,692 | -3.3% | 372,966 | -8.8% | 10.72% | -5.3% |
| Q4 2022 | $12,429,882 | +18.0% | 408,878 | +0.0% | 11.33% | +6.1% |
| Q3 2022 | $10,532,000 | -9.7% | 408,849 | +1.3% | 10.68% | -4.8% |
| Q2 2022 | $11,664,000 | -14.5% | 403,750 | -0.9% | 11.21% | -20.9% |
| Q1 2022 | $13,637,000 | +6.8% | 407,326 | +4.7% | 14.18% | +2.1% |
| Q4 2021 | $12,771,000 | – | 389,113 | – | 13.88% | – |
Download | ||||||
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% |