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 | $627,380 | +11.5% | 19,233 | +12.3% | 0.06% | +8.9% |
Q2 2023 | $562,819 | +1.5% | 17,133 | -0.4% | 0.06% | -13.8% |
Q1 2023 | $554,292 | +164.3% | 17,198 | +149.3% | 0.06% | +160.0% |
Q4 2022 | $209,699 | +17.8% | 6,898 | 0.0% | 0.02% | +8.7% |
Q3 2022 | $178,000 | -21.9% | 6,898 | -12.4% | 0.02% | -17.9% |
Q2 2022 | $228,000 | -19.4% | 7,875 | -6.8% | 0.03% | -9.7% |
Q1 2022 | $283,000 | +2.2% | 8,450 | +0.3% | 0.03% | -6.1% |
Q4 2021 | $277,000 | 0.0% | 8,425 | -0.6% | 0.03% | -5.7% |
Q3 2021 | $277,000 | – | 8,473 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,453,013 | $46,830,609 | 31.79% |
Team Hewins, LLC | 1,688,809 | $54,430,310 | 28.89% |
RESOURCE CONSULTING GROUP INC | 2,241,534 | $72,244,653 | 18.63% |
M Financial Asset Management, Inc. | 136,495 | $4,399 | 15.57% |
Shearwater Capital LLC | 374,086 | $12,056,803 | 11.20% |
KRAFT ASSET MANAGEMENT, LLC | 372,966 | $12,020,692 | 10.72% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,467,562 | $47,299,535 | 10.69% |
DOPKINS WEALTH MANAGEMENT, LLC | 333,113 | $10,736,222 | 10.05% |
BAYSHORE ASSET MANAGEMENT, LLC | 523,149 | $16,861,100 | 10.03% |
Disciplined Equity Management, Inc. | 352,583 | $11,363,751 | 9.62% |