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 | $649,205 | +23.6% | 19,902 | +24.4% | 0.03% | +26.9% |
| Q2 2023 | $525,410 | +36.5% | 15,994 | +33.9% | 0.03% | +18.2% |
| Q1 2023 | $384,869 | +6.5% | 11,941 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $361,390 | +0.1% | 11,888 | -15.2% | 0.02% | +4.8% |
| Q3 2022 | $361,000 | -87.8% | 14,025 | -86.3% | 0.02% | -87.7% |
| Q2 2022 | $2,954,000 | -12.2% | 102,255 | +1.8% | 0.17% | +8.9% |
| Q1 2022 | $3,363,000 | +194.7% | 100,454 | +189.0% | 0.16% | +190.7% |
| Q4 2021 | $1,141,000 | +0.9% | 34,763 | +0.7% | 0.05% | -6.9% |
| Q3 2021 | $1,131,000 | – | 34,532 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |