DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,320,721 | +12.0% | 40,488 | +12.8% | 0.02% | +17.6% |
Q2 2023 | $1,179,611 | +1.9% | 35,909 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $1,157,347 | +6.0% | 35,909 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $1,091,634 | +32.5% | 35,909 | +12.3% | 0.02% | +20.0% |
Q3 2022 | $824,000 | -10.8% | 31,983 | 0.0% | 0.02% | -16.7% |
Q2 2022 | $924,000 | -18.0% | 31,983 | -5.0% | 0.02% | -5.3% |
Q1 2022 | $1,127,000 | +2.0% | 33,671 | +0.0% | 0.02% | +5.6% |
Q4 2021 | $1,105,000 | +0.4% | 33,668 | +0.1% | 0.02% | -14.3% |
Q3 2021 | $1,101,000 | – | 33,638 | – | 0.02% | – |
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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% |