DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,589 | +3.8% | 16,511 | +4.5% | 0.05% | +9.3% |
| Q2 2023 | $518,833 | +2.7% | 15,794 | +0.7% | 0.04% | -6.5% |
| Q1 2023 | $505,270 | +35.0% | 15,677 | +27.3% | 0.05% | +27.8% |
| Q4 2022 | $374,254 | -23.8% | 12,311 | -35.5% | 0.04% | -29.4% |
| Q3 2022 | $491,000 | -0.4% | 19,093 | +12.1% | 0.05% | +2.0% |
| Q2 2022 | $493,000 | -13.7% | 17,036 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $571,000 | +3.1% | 17,036 | +0.9% | 0.05% | +8.7% |
| Q4 2021 | $554,000 | +7.8% | 16,876 | +7.5% | 0.05% | -4.2% |
| Q3 2021 | $514,000 | – | 15,694 | – | 0.05% | – |
Download | ||||||
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% |