DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 481 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,203,135 | -0.2% | 241,127 | +1.2% | 0.12% | +0.8% |
| Q2 2023 | $8,219,818 | -0.6% | 238,256 | -3.5% | 0.12% | -6.9% |
| Q1 2023 | $8,268,650 | -7.1% | 246,973 | -7.1% | 0.13% | -13.3% |
| Q4 2022 | $8,900,784 | +15.7% | 265,854 | +2.3% | 0.15% | +3.4% |
| Q3 2022 | $7,695,000 | +205.6% | 259,894 | +226.1% | 0.14% | +202.1% |
| Q2 2022 | $2,518,000 | – | 79,693 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,992,221 | $94,554,000 | 32.01% |
| Heritage Investment Group, Inc. | 1,120,105 | $35,395,000 | 20.40% |
| DIXON FNANCIAL SERVICES, INC. | 842,665 | $26,628,000 | 19.41% |
| Radnor Financial Advisors, LLC | 1,717,098 | $54,260,000 | 18.68% |
| Index Fund Advisors, Inc. | 6,988,535 | $220,838,000 | 16.72% |
| Disciplined Equity Management, Inc. | 577,833 | $18,260,000 | 16.57% |
| BALASA DINVERNO & FOLTZ LLC | 7,658,446 | $242,007,000 | 15.22% |
| KEB ASSET MANAGEMENT, LLC | 762,823 | $24,105,000 | 15.07% |
| WorthPointe, LLC | 545,345 | $17,233,000 | 14.46% |
| M Financial Asset Management, Inc. | 108,594 | $3,432,000 | 14.41% |