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 | $6,319,685 | -2.0% | 193,737 | -1.3% | 0.99% | -2.3% |
| Q2 2023 | $6,449,378 | +1.8% | 196,328 | -0.2% | 1.01% | -6.7% |
| Q1 2023 | $6,337,115 | +8.3% | 196,633 | +2.2% | 1.08% | +1.0% |
| Q4 2022 | $5,851,805 | +20.7% | 192,493 | +2.3% | 1.07% | +6.6% |
| Q3 2022 | $4,847,000 | +99.6% | 188,174 | +123.9% | 1.00% | +93.4% |
| Q2 2022 | $2,428,000 | +8.8% | 84,057 | +26.1% | 0.52% | +25.4% |
| Q1 2022 | $2,232,000 | +45.9% | 66,662 | +43.0% | 0.41% | +27.8% |
| Q4 2021 | $1,530,000 | – | 46,626 | – | 0.32% | – |
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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% |