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 | $2,679,058 | -2.5% | 82,129 | -1.9% | 0.34% | -2.3% |
| Q2 2023 | $2,748,930 | +5.2% | 83,681 | +3.2% | 0.35% | +0.3% |
| Q1 2023 | $2,612,592 | +6.0% | 81,061 | +0.0% | 0.35% | +13.4% |
| Q4 2022 | $2,464,052 | +17.2% | 81,055 | -0.7% | 0.31% | -7.6% |
| Q3 2022 | $2,103,000 | -10.8% | 81,639 | +0.0% | 0.33% | -8.8% |
| Q2 2022 | $2,358,000 | -13.7% | 81,629 | +0.1% | 0.36% | +6.5% |
| Q1 2022 | $2,731,000 | +2.0% | 81,584 | +0.0% | 0.34% | +8.9% |
| Q4 2021 | $2,677,000 | +0.3% | 81,580 | +0.0% | 0.31% | -3.7% |
| Q3 2021 | $2,670,000 | – | 81,545 | – | 0.32% | – |
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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% |