DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,858 | +20.0% | 9,315,077 | +20.9% | 1.15% | +14.8% |
| Q2 2023 | $253,184 | +44.7% | 7,707,292 | +42.0% | 1.00% | +26.6% |
| Q1 2023 | $174,924 | +35.7% | 5,427,376 | +28.0% | 0.79% | +23.1% |
| Q4 2022 | $128,878 | -99.8% | 4,239,418 | +31.8% | 0.64% | +31.1% |
| Q3 2022 | $82,886,000 | -7.6% | 3,217,607 | +3.6% | 0.49% | -10.4% |
| Q2 2022 | $89,733,000 | -12.3% | 3,106,030 | +1.6% | 0.55% | -9.0% |
| Q1 2022 | $102,324,000 | +2.2% | 3,056,284 | +0.1% | 0.60% | -2.4% |
| Q4 2021 | $100,160,000 | +1.0% | 3,051,808 | +0.8% | 0.62% | -10.7% |
| Q3 2021 | $99,127,000 | – | 3,027,242 | – | 0.69% | – |
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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% |