DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,281 | -69.8% | 11,382 | -69.6% | 0.05% | -70.1% |
| Q2 2023 | $1,230,376 | +3.2% | 37,454 | +1.3% | 0.17% | -4.0% |
| Q1 2023 | $1,192,166 | +20.6% | 36,989 | +13.7% | 0.17% | +11.5% |
| Q4 2022 | $988,838 | +15.0% | 32,528 | -2.6% | 0.16% | +9.1% |
| Q3 2022 | $860,000 | -12.5% | 33,390 | +13.6% | 0.14% | +18.2% |
| Q1 2022 | $983,000 | +7.8% | 29,387 | +5.7% | 0.12% | +12.0% |
| Q4 2021 | $912,000 | – | 27,800 | – | 0.11% | – |
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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% |