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 | $4,368,226 | +0.8% | 133,912 | +1.5% | 1.96% | +3.9% |
| Q2 2023 | $4,332,133 | +6.5% | 131,876 | +4.5% | 1.89% | +8.7% |
| Q1 2023 | $4,065,835 | +9.2% | 126,151 | +3.0% | 1.74% | +27.1% |
| Q4 2022 | $3,723,887 | +17.7% | 122,496 | -0.3% | 1.37% | -6.8% |
| Q3 2022 | $3,165,000 | -8.5% | 122,848 | +2.6% | 1.46% | -10.3% |
| Q2 2022 | $3,460,000 | -11.5% | 119,749 | +2.6% | 1.63% | -2.7% |
| Q1 2022 | $3,909,000 | +10.2% | 116,757 | +8.0% | 1.68% | +27.0% |
| Q4 2021 | $3,547,000 | – | 108,074 | – | 1.32% | – |
Download | ||||||
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% |