DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,235 | +0.1% | 344,408 | +0.8% | 0.02% | 0.0% |
| Q2 2023 | $11,223 | -3.6% | 341,653 | -5.4% | 0.02% | -4.2% |
| Q1 2023 | $11,644 | +4.7% | 361,297 | -1.3% | 0.02% | -11.1% |
| Q4 2022 | $11,126 | -99.9% | 366,003 | -4.0% | 0.03% | +8.0% |
| Q3 2022 | $9,816,000 | -13.0% | 381,058 | -2.4% | 0.02% | -13.8% |
| Q2 2022 | $11,284,000 | -13.8% | 390,600 | -0.1% | 0.03% | -3.3% |
| Q1 2022 | $13,092,000 | +5.2% | 391,053 | +3.1% | 0.03% | +7.1% |
| Q4 2021 | $12,447,000 | +22.8% | 379,268 | +22.5% | 0.03% | +12.0% |
| Q3 2021 | $10,136,000 | – | 309,548 | – | 0.02% | – |
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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% |