DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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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% |