DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,690,974 | -5.9% | 51,839 | -5.2% | 0.16% | -1.2% |
Q2 2023 | $1,796,157 | -3.4% | 54,678 | -5.2% | 0.16% | -7.4% |
Q1 2023 | $1,859,472 | +6.7% | 57,694 | +0.6% | 0.18% | +2.3% |
Q4 2022 | $1,743,275 | +21.3% | 57,345 | +2.8% | 0.17% | +8.2% |
Q3 2022 | $1,437,000 | -10.1% | 55,773 | +0.8% | 0.16% | -6.5% |
Q2 2022 | $1,598,000 | -12.5% | 55,306 | +1.4% | 0.17% | -1.7% |
Q1 2022 | $1,826,000 | +2.1% | 54,548 | +0.1% | 0.17% | +1.8% |
Q4 2021 | $1,789,000 | +2.3% | 54,515 | +2.1% | 0.17% | -5.6% |
Q3 2021 | $1,748,000 | – | 53,396 | – | 0.18% | – |
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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% |