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 | $27,837,126 | -0.6% | 853,376 | +0.1% | 7.23% | +1.6% |
| Q2 2023 | $28,013,007 | -1.1% | 852,755 | +0.5% | 7.12% | -8.6% |
| Q1 2023 | $28,335,347 | -2.5% | 848,872 | -11.2% | 7.79% | -12.0% |
| Q4 2022 | $29,067,010 | +91.0% | 956,152 | +63.1% | 8.84% | -26.7% |
| Q3 2022 | $15,216,000 | +5.6% | 586,360 | +12.8% | 12.06% | +6.2% |
| Q2 2022 | $14,409,000 | -14.0% | 519,610 | +7.5% | 11.36% | -15.0% |
| Q4 2021 | $16,749,000 | – | 483,365 | – | 13.36% | – |
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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% |