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 | $22,840,401 | +0.1% | 700,196 | +0.8% | 6.44% | +2.9% |
| Q2 2023 | $22,817,452 | -0.5% | 694,595 | -2.4% | 6.26% | -5.2% |
| Q1 2023 | $22,937,816 | +3.8% | 711,691 | -2.1% | 6.60% | -2.9% |
| Q4 2022 | $22,099,307 | +7.1% | 726,951 | -9.3% | 6.80% | -2.8% |
| Q3 2022 | $20,643,314 | -10.5% | 801,371 | +0.3% | 7.00% | -5.3% |
| Q2 2022 | $23,076,967 | -7.6% | 798,787 | +7.1% | 7.39% | -3.8% |
| Q1 2022 | $24,962,469 | +20.4% | 745,596 | +18.0% | 7.68% | +22.5% |
| Q4 2021 | $20,737,264 | +2.6% | 631,848 | +2.3% | 6.28% | -7.5% |
| Q3 2021 | $20,217,555 | – | 617,424 | – | 6.78% | – |
Download | ||||||
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% |