DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,001,527 | +11.2% | 5,579,446 | +12.0% | 2.72% | +6.1% |
| Q2 2023 | $163,641,869 | +13.8% | 4,981,488 | +11.6% | 2.56% | -4.4% |
| Q1 2023 | $143,826,413 | +18.4% | 4,462,501 | +7.7% | 2.68% | -9.8% |
| Q4 2022 | $121,487,192 | +26.0% | 4,141,701 | +10.6% | 2.97% | -1.2% |
| Q3 2022 | $96,434,000 | +2.4% | 3,743,542 | +14.8% | 3.00% | +5.2% |
| Q2 2022 | $94,180,000 | -8.9% | 3,259,962 | +5.5% | 2.86% | -15.7% |
| Q1 2022 | $103,407,000 | +10.2% | 3,088,626 | +8.0% | 3.39% | +11.6% |
| Q4 2021 | $93,820,000 | +9.2% | 2,858,622 | +8.9% | 3.04% | -3.2% |
| Q3 2021 | $85,923,000 | – | 2,624,016 | – | 3.13% | – |
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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% |