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 | $257,698 | -7.8% | 7,900 | -7.2% | 0.02% | -4.8% |
| Q2 2023 | $279,553 | -27.1% | 8,510 | -28.4% | 0.02% | -30.0% |
| Q1 2023 | $383,279 | +62.7% | 11,892 | +53.4% | 0.03% | +57.9% |
| Q4 2022 | $235,630 | +17.8% | 7,751 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $200,000 | -14.5% | 7,751 | -4.2% | 0.02% | -5.0% |
| Q2 2022 | $234,000 | -15.2% | 8,093 | -1.8% | 0.02% | 0.0% |
| Q1 2022 | $276,000 | -24.2% | 8,238 | -25.7% | 0.02% | -4.8% |
| Q4 2021 | $364,000 | -4.5% | 11,084 | -4.8% | 0.02% | -8.7% |
| Q3 2021 | $381,000 | – | 11,640 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |