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 | $21,114,000 | +16.0% | 647,071 | +16.8% | 0.04% | +11.1% |
| Q2 2023 | $18,203,000 | +27.9% | 554,170 | +25.5% | 0.04% | +16.1% |
| Q1 2023 | $14,235,000 | +82.0% | 441,605 | +71.5% | 0.03% | +72.2% |
| Q4 2022 | $7,821,000 | +40.6% | 257,422 | +19.2% | 0.02% | +20.0% |
| Q3 2022 | $5,564,000 | -17.7% | 216,017 | -7.6% | 0.02% | -11.8% |
| Q2 2022 | $6,757,000 | -66.0% | 233,884 | -60.6% | 0.02% | -61.4% |
| Q1 2022 | $19,866,000 | +142.6% | 593,664 | +137.9% | 0.04% | +144.4% |
| Q4 2021 | $8,188,000 | +14.5% | 249,544 | +14.3% | 0.02% | -5.3% |
| Q3 2021 | $7,153,000 | – | 218,418 | – | 0.02% | – |
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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% |