DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $60,433,620 | +24.1% | 1,852,655 | +25.0% | 0.11% | +27.9% |
Q2 2023 | $48,686,105 | +284.6% | 1,482,073 | +277.3% | 0.09% | +258.3% |
Q1 2023 | $12,658,996 | +20.2% | 392,771 | +13.3% | 0.02% | +14.3% |
Q4 2022 | $10,535,366 | +61.0% | 346,560 | +36.5% | 0.02% | +40.0% |
Q3 2022 | $6,542,000 | +40.8% | 253,953 | +57.9% | 0.02% | +50.0% |
Q2 2022 | $4,646,000 | +47.4% | 160,833 | +70.8% | 0.01% | +66.7% |
Q1 2022 | $3,153,000 | +75.5% | 94,187 | +72.0% | 0.01% | +100.0% |
Q4 2021 | $1,797,000 | +7.2% | 54,744 | +6.9% | 0.00% | 0.0% |
Q3 2021 | $1,677,000 | – | 51,217 | – | 0.00% | – |
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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% |