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 | $24,461,873 | +4.2% | 749,904 | +4.9% | 3.64% | +9.5% |
| Q2 2023 | $23,482,481 | +1.0% | 714,839 | -0.9% | 3.33% | -7.3% |
| Q1 2023 | $23,245,486 | +106432.9% | 721,237 | +0.5% | 3.59% | -1.0% |
| Q4 2022 | $21,820 | -99.9% | 717,778 | +3.7% | 3.62% | +4.7% |
| Q3 2022 | $17,837,000 | -12.3% | 692,448 | -1.7% | 3.46% | -8.3% |
| Q2 2022 | $20,342,000 | -10.8% | 704,110 | +3.3% | 3.77% | -17.7% |
| Q1 2022 | $22,812,000 | +5.1% | 681,349 | +3.0% | 4.58% | +2.1% |
| Q4 2021 | $21,712,000 | -0.1% | 661,537 | -0.3% | 4.49% | -6.8% |
| Q3 2021 | $21,735,000 | – | 663,752 | – | 4.82% | – |
Download | ||||||
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% |