DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,764,880 | -0.9% | 2,690,524 | -0.2% | 1.65% | +2.9% |
| Q2 2023 | $88,554,271 | +3.1% | 2,695,716 | +1.2% | 1.61% | -51.7% |
| Q1 2023 | $85,861,822 | +31.1% | 2,664,034 | +23.7% | 3.33% | +25.1% |
| Q4 2022 | $65,494,409 | +38.5% | 2,154,421 | +17.3% | 2.66% | +11.2% |
| Q3 2022 | $47,297,000 | -15.0% | 1,836,072 | -4.6% | 2.40% | -9.6% |
| Q2 2022 | $55,623,000 | -14.2% | 1,925,340 | -0.6% | 2.65% | -7.7% |
| Q1 2022 | $64,836,000 | +12.5% | 1,936,562 | +10.3% | 2.87% | +30.5% |
| Q4 2021 | $57,639,000 | +2.6% | 1,756,229 | +2.4% | 2.20% | -23.7% |
| Q3 2021 | $56,174,000 | – | 1,715,497 | – | 2.88% | – |
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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% |