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 | $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. | 1,423,792 | $46,444,095 | 31.35% |
RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |