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 | $15,292,258 | -1.7% | 468,800 | -1.0% | 0.34% | -3.2% |
| Q2 2023 | $15,556,655 | -6.4% | 473,566 | -8.1% | 0.35% | -27.3% |
| Q1 2023 | $16,614,931 | +4.5% | 515,511 | -1.4% | 0.48% | -8.4% |
| Q4 2022 | $15,898,333 | +39.0% | 522,971 | +17.8% | 0.52% | -4.9% |
| Q3 2022 | $11,435,000 | -6.0% | 443,910 | +5.4% | 0.55% | -10.1% |
| Q2 2022 | $12,165,000 | -15.9% | 421,084 | -2.5% | 0.61% | -12.2% |
| Q1 2022 | $14,461,000 | +1.9% | 431,942 | -0.1% | 0.70% | -4.4% |
| Q4 2021 | $14,193,000 | – | 432,447 | – | 0.73% | – |
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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% |