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 | $19,968,000 | +2.4% | 612,113 | +3.1% | 0.01% | 0.0% |
Q2 2023 | $19,496,000 | +30.3% | 593,464 | +27.9% | 0.01% | +25.0% |
Q1 2023 | $14,959,000 | +37.3% | 464,167 | +29.5% | 0.00% | +33.3% |
Q4 2022 | $10,892,000 | +98.4% | 358,302 | +68.1% | 0.00% | +50.0% |
Q3 2022 | $5,490,000 | +136.3% | 213,136 | +165.2% | 0.00% | +100.0% |
Q2 2022 | $2,323,000 | -16.4% | 80,382 | -3.2% | 0.00% | 0.0% |
Q1 2022 | $2,780,000 | +1516.3% | 83,048 | +1486.1% | 0.00% | – |
Q4 2021 | $172,000 | -6.5% | 5,236 | -6.6% | 0.00% | – |
Q3 2021 | $184,000 | – | 5,607 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |