DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,711,013 | +13.9% | 83,109 | +16.6% | 0.02% | +14.3% |
| Q2 2023 | $2,380,824 | +4.1% | 71,299 | +0.5% | 0.02% | -4.5% |
| Q1 2023 | $2,287,453 | +153.0% | 70,973 | +29.1% | 0.02% | -52.2% |
| Q4 2022 | $904,216 | -8.5% | 54,975 | +43.3% | 0.05% | +318.2% |
| Q3 2022 | $988,000 | +20.9% | 38,370 | +35.8% | 0.01% | +57.1% |
| Q2 2022 | $817,000 | +57.1% | 28,264 | +78.5% | 0.01% | +75.0% |
| Q4 2021 | $520,000 | +12.1% | 15,831 | +11.6% | 0.00% | +33.3% |
| Q3 2021 | $464,000 | – | 14,182 | – | 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% |