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 | $11,351,891 | -1.7% | 348,004 | -1.0% | 9.49% | +0.8% |
| Q2 2023 | $11,552,951 | +1.7% | 351,688 | -0.3% | 9.41% | -2.2% |
| Q1 2023 | $11,363,751 | +103973.2% | 352,583 | -1.8% | 9.62% | -0.4% |
| Q4 2022 | $10,919 | -99.9% | 359,170 | -0.9% | 9.66% | +4.9% |
| Q3 2022 | $9,340,000 | -7.1% | 362,564 | +4.2% | 9.21% | +1.0% |
| Q2 2022 | $10,051,000 | -11.4% | 347,894 | +2.7% | 9.12% | -19.8% |
| Q1 2022 | $11,342,000 | +1.2% | 338,764 | -0.8% | 11.37% | +5.1% |
| Q4 2021 | $11,205,000 | – | 341,416 | – | 10.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |