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 | $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. | 1,453,013 | $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% |