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 | $698,846 | -13.6% | 21,423 | -13.0% | 0.06% | -11.0% |
| Q2 2023 | $809,078 | +10.3% | 24,629 | +8.2% | 0.07% | +5.8% |
| Q1 2023 | $733,454 | +0.0% | 22,756 | -5.7% | 0.07% | -8.0% |
| Q4 2022 | $733,370 | -99.9% | 24,124 | -0.5% | 0.08% | +8.7% |
| Q3 2022 | $624,408,000 | -12.2% | 24,239 | -1.6% | 0.07% | -11.5% |
| Q2 2022 | $711,550,000 | -10.1% | 24,629 | +4.2% | 0.08% | +4.0% |
| Q1 2022 | $791,628,000 | +44.7% | 23,644 | +41.9% | 0.08% | +47.1% |
| Q4 2021 | $547,043,000 | +30.1% | 16,668 | +29.8% | 0.05% | +27.5% |
| Q3 2021 | $420,576,000 | – | 12,844 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |