DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,657,879 | +3.4% | 1,062,473 | +4.1% | 3.19% | +4.5% |
| Q2 2023 | $33,519,281 | +7.8% | 1,020,374 | +5.8% | 3.06% | -0.7% |
| Q1 2023 | $31,096,951 | +8.5% | 964,845 | +2.3% | 3.08% | -0.2% |
| Q4 2022 | $28,669,622 | +36.8% | 943,080 | +15.9% | 3.08% | +25.3% |
| Q3 2022 | $20,956,000 | -7.3% | 813,528 | +3.9% | 2.46% | -1.1% |
| Q2 2022 | $22,612,000 | -4.6% | 782,710 | +10.6% | 2.49% | +8.0% |
| Q1 2022 | $23,697,000 | +1.7% | 707,808 | -0.3% | 2.30% | +11.0% |
| Q4 2021 | $23,301,000 | – | 709,951 | +0.8% | 2.07% | – |
| Q3 2021 | $0 | – | 704,065 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |