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 | $1,126,475 | +0.1% | 34,533 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $1,125,223 | -60.8% | 34,253 | -61.6% | 0.01% | -62.9% |
| Q1 2023 | $2,873,231 | -71.7% | 89,148 | -73.4% | 0.04% | -74.3% |
| Q4 2022 | $10,170,398 | +12.3% | 334,553 | -4.8% | 0.14% | -2.2% |
| Q3 2022 | $9,057,000 | -7.8% | 351,578 | +3.4% | 0.14% | -6.1% |
| Q2 2022 | $9,818,000 | +16.3% | 339,858 | +34.9% | 0.15% | +27.6% |
| Q1 2022 | $8,439,000 | +2411.6% | 251,844 | +2360.1% | 0.12% | +2220.0% |
| Q4 2021 | $336,000 | -5.1% | 10,237 | -4.5% | 0.01% | -16.7% |
| Q3 2021 | $354,000 | – | 10,724 | – | 0.01% | – |
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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% |