DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,781,251 | -32.6% | 974,288 | -32.1% | 0.04% | -32.8% |
| Q2 2023 | $47,170,618 | +42.9% | 1,435,940 | +40.2% | 0.06% | +32.6% |
| Q1 2023 | $33,017,904 | -16.3% | 1,024,446 | -21.1% | 0.05% | -23.3% |
| Q4 2022 | $39,454,137 | +577.3% | 1,297,835 | +473.9% | 0.06% | +500.0% |
| Q3 2022 | $5,825,000 | +24.0% | 226,126 | +39.0% | 0.01% | +25.0% |
| Q2 2022 | $4,698,000 | +595.0% | 162,634 | +705.6% | 0.01% | +700.0% |
| Q1 2022 | $676,000 | -22.3% | 20,188 | -23.9% | 0.00% | 0.0% |
| Q4 2021 | $870,000 | +7.7% | 26,526 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $808,000 | – | 24,652 | – | 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% |