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 | $1,503,106 | -6.1% | 48,099 | +0.4% | 0.08% | -2.4% |
| Q2 2023 | $1,600,288 | -5.9% | 47,927 | -5.9% | 0.08% | -16.2% |
| Q1 2023 | $1,701,429 | +2.0% | 50,941 | +0.6% | 0.10% | -2.9% |
| Q4 2022 | $1,667,512 | +86.9% | 50,623 | +62.7% | 0.10% | +59.4% |
| Q3 2022 | $892,000 | +82.4% | 31,107 | +89.0% | 0.06% | +82.9% |
| Q2 2022 | $489,000 | 0.0% | 16,460 | +6.1% | 0.04% | -5.4% |
| Q1 2022 | $489,000 | -9.1% | 15,509 | +0.2% | 0.04% | -2.6% |
| Q4 2021 | $538,000 | +10.2% | 15,482 | +7.4% | 0.04% | +11.8% |
| Q3 2021 | $488,000 | – | 14,414 | – | 0.03% | – |
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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% |