DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,362,344 | -1.2% | 716,197 | -0.5% | 1.38% | -3.1% |
| Q2 2023 | $23,652,819 | +1.8% | 720,025 | -0.2% | 1.43% | -4.9% |
| Q1 2023 | $23,245,532 | +5.3% | 721,239 | -0.7% | 1.50% | -5.6% |
| Q4 2022 | $22,078,545 | +11.5% | 726,268 | -5.6% | 1.59% | -5.5% |
| Q3 2022 | $19,809,000 | +1.0% | 768,978 | +13.3% | 1.69% | -2.3% |
| Q2 2022 | $19,616,000 | -14.2% | 679,006 | -0.6% | 1.73% | -9.6% |
| Q1 2022 | $22,860,000 | -1.0% | 682,800 | -3.0% | 1.91% | -4.7% |
| Q4 2021 | $23,097,000 | -0.6% | 703,758 | -0.9% | 2.00% | -18.9% |
| Q3 2021 | $23,243,000 | – | 709,833 | – | 2.47% | – |
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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% |