DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 170 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,090,593 | +5.3% | 462,618 | +6.0% | 0.73% | +11.1% |
| Q2 2023 | $14,333,072 | +9.7% | 436,319 | +7.6% | 0.66% | -2.7% |
| Q1 2023 | $13,064,432 | +9.1% | 405,350 | +2.9% | 0.68% | +5.1% |
| Q4 2022 | $11,973,528 | +78.7% | 393,866 | +51.4% | 0.64% | +58.4% |
| Q3 2022 | $6,701,000 | +11.7% | 260,135 | +25.3% | 0.41% | +19.8% |
| Q2 2022 | $5,999,000 | -8.7% | 207,656 | +5.8% | 0.34% | +2.7% |
| Q1 2022 | $6,573,000 | +15.3% | 196,323 | +13.0% | 0.33% | +19.6% |
| Q4 2021 | $5,702,000 | -62.5% | 173,729 | -58.2% | 0.28% | -58.2% |
| Q3 2021 | $15,199,000 | – | 415,586 | – | 0.66% | – |
Download | ||||||
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% |