DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,465,494 | +14.8% | 75,582 | +15.6% | 0.17% | +19.3% |
| Q2 2023 | $2,147,950 | +5.1% | 65,386 | +3.1% | 0.14% | 0.0% |
| Q1 2023 | $2,044,421 | +7.1% | 63,432 | +1.1% | 0.14% | -2.8% |
| Q4 2022 | $1,908,280 | +26.4% | 62,772 | +7.1% | 0.14% | +15.2% |
| Q3 2022 | $1,510,000 | -6.7% | 58,621 | +4.6% | 0.12% | -23.3% |
| Q2 2022 | $1,618,000 | -10.5% | 56,038 | +3.8% | 0.16% | +4.5% |
| Q1 2022 | $1,807,000 | +2.1% | 54,001 | +0.2% | 0.16% | +6.8% |
| Q4 2021 | $1,769,000 | -1.4% | 53,906 | -1.7% | 0.15% | -1.4% |
| Q3 2021 | $1,795,000 | – | 54,837 | – | 0.15% | – |
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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% |