DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $713,552 | -1.3% | 20,974 | +0.1% | 0.02% | +23.1% |
| Q2 2023 | $723,092 | +3.1% | 20,959 | +0.1% | 0.01% | +30.0% |
| Q1 2023 | $701,205 | -3.3% | 20,944 | -3.3% | 0.01% | 0.0% |
| Q4 2022 | $725,454 | -25.4% | 21,668 | -34.0% | 0.01% | -28.6% |
| Q3 2022 | $972,000 | -11.0% | 32,837 | -5.0% | 0.01% | -17.6% |
| Q2 2022 | $1,092,000 | – | 34,552 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,466,744 | $149,546,573 | 39.10% |
| Equius Partners, Inc. | 2,969,692 | $99,425,289 | 30.70% |
| TFO Wealth Partners, LLC | 4,581,189 | $111,231,275 | 25.68% |
| Meritas Wealth Management, LLC | 862,902 | $28,889,959 | 23.86% |
| Team Hewins, LLC | 1,309,340 | $43,836,688 | 23.77% |
| M Financial Asset Management, Inc. | 186,127 | $6,257 | 22.85% |
| ML & R WEALTH MANAGEMENT LLC | 2,053,302 | $68,744,543 | 20.55% |
| DIXON FNANCIAL SERVICES, INC. | 825,688 | $27,644,034 | 19.53% |
| Disciplined Equity Management, Inc. | 584,868 | $19,581 | 17.32% |
| Index Fund Advisors, Inc. | 7,237,320 | $242,305 | 17.04% |