DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,172,107 | -8.1% | 34,453 | -3.8% | 0.01% | -9.1% |
| Q2 2023 | $1,275,591 | +14.1% | 35,808 | +7.2% | 0.01% | 0.0% |
| Q1 2023 | $1,117,907 | +62.9% | 33,390 | +4.0% | 0.01% | -68.6% |
| Q4 2022 | $686,137 | -25.0% | 32,111 | +3.9% | 0.04% | +218.2% |
| Q3 2022 | $915,000 | +149.3% | 30,895 | +165.9% | 0.01% | +266.7% |
| Q2 2022 | $367,000 | – | 11,620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,416,453 | $130,771,000 | 37.27% |
| Equius Partners, Inc. | 3,028,591 | $89,677,000 | 32.22% |
| M Financial Asset Management, Inc. | 183,741 | $5,441,000 | 23.30% |
| Heritage Investment Group, Inc. | 1,115,401 | $33,027,000 | 20.34% |
| ML & R WEALTH MANAGEMENT LLC | 1,961,714 | $58,086,000 | 19.64% |
| DIXON FNANCIAL SERVICES, INC. | 837,643 | $24,803,000 | 19.50% |
| Radnor Financial Advisors, LLC | 1,790,104 | $53,005,000 | 18.64% |
| Disciplined Equity Management, Inc. | 588,723 | $17,432,000 | 17.20% |
| Index Fund Advisors, Inc. | 7,229,233 | $214,058,000 | 16.58% |
| KEB ASSET MANAGEMENT, LLC | 769,847 | $22,795,000 | 14.53% |