DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 471 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $79,514,860 | +7.7% | 2,314,169 | +2.3% | 13.61% | -5.0% |
| Q3 2023 | $73,823,242 | -2.9% | 2,263,128 | -2.2% | 14.33% | -4.7% |
| Q2 2023 | $76,034,009 | +5.2% | 2,314,582 | +3.3% | 15.03% | -19.3% |
| Q1 2023 | $72,244,653 | +3.8% | 2,241,534 | -2.1% | 18.63% | +2.4% |
| Q4 2022 | $69,571,771 | +21.4% | 2,288,545 | +2.8% | 18.19% | +11.3% |
| Q3 2022 | $57,320,000 | -10.5% | 2,225,171 | +0.4% | 16.34% | -40.8% |
| Q2 2022 | $64,043,000 | -14.1% | 2,216,796 | -0.4% | 27.58% | +6.8% |
| Q1 2022 | $74,531,000 | +3.8% | 2,226,144 | +1.8% | 25.82% | +1.8% |
| Q4 2021 | $71,780,000 | – | 2,187,094 | – | 25.36% | – |
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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% |