DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 263 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,870,378 | +10.0% | 6,117,707 | +12.4% | 0.15% | +5.0% |
| Q1 2024 | $199,944,408 | +22.6% | 5,440,664 | +14.6% | 0.14% | +8.6% |
| Q4 2023 | $163,122,518 | +60743.0% | 4,747,454 | +57661.9% | 0.13% | – |
| Q3 2023 | $268,104 | -0.7% | 8,219 | 0.0% | 0.00% | – |
| Q2 2023 | $269,994 | -8.4% | 8,219 | -10.1% | 0.00% | – |
| Q1 2023 | $294,679 | -75.0% | 9,143 | -76.4% | 0.00% | -100.0% |
| Q4 2022 | $1,178,090 | +19.7% | 38,753 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $984,000 | -94.1% | 38,151 | -93.4% | 0.00% | -93.8% |
| Q2 2022 | $16,819,000 | +916.9% | 582,185 | +1078.4% | 0.02% | +1500.0% |
| Q1 2022 | $1,654,000 | -6.3% | 49,404 | -8.2% | 0.00% | 0.0% |
| Q4 2021 | $1,766,000 | +0.2% | 53,806 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $1,762,000 | – | 53,806 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,441,453 | $47,351,731 | 30.77% |
| Team Hewins, LLC | 1,700,662 | $55,866,734 | 26.66% |
| M Financial Asset Management, Inc. | 153,151 | $5,031 | 16.21% |
| RESOURCE CONSULTING GROUP INC | 2,314,582 | $76,034,009 | 15.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,583 | $52,677,698 | 10.60% |
| Shearwater Capital LLC | 368,510 | $12,105,559 | 10.58% |
| DOPKINS WEALTH MANAGEMENT, LLC | 341,733 | $11,225,944 | 10.00% |
| KRAFT ASSET MANAGEMENT, LLC | 335,960 | $11,036,283 | 9.92% |
| BAYSHORE ASSET MANAGEMENT, LLC | 517,544 | $17,632,739 | 9.61% |
| Disciplined Equity Management, Inc. | 351,688 | $11,552,951 | 9.41% |