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 | $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% | – |
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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% |