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 | $8,233,386 | +3.3% | 252,403 | +4.0% | 0.12% | +2.6% |
| Q2 2023 | $7,970,166 | +16.6% | 242,623 | +14.4% | 0.12% | +5.5% |
| Q1 2023 | $6,833,276 | +18.4% | 212,016 | +11.7% | 0.11% | +9.0% |
| Q4 2022 | $5,770,923 | +35.3% | 189,833 | +14.7% | 0.10% | +20.5% |
| Q3 2022 | $4,265,000 | +28.1% | 165,561 | +43.6% | 0.08% | +29.7% |
| Q2 2022 | $3,330,000 | +31.2% | 115,280 | +52.0% | 0.06% | +52.4% |
| Q1 2022 | $2,539,000 | +4.2% | 75,824 | +2.2% | 0.04% | +10.5% |
| Q4 2021 | $2,436,000 | +3.4% | 74,210 | +3.1% | 0.04% | -5.0% |
| Q3 2021 | $2,357,000 | – | 71,966 | – | 0.04% | – |
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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% |