DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,093 | -0.8% | 179,122 | +0.6% | 4.62% | +1.8% |
Q2 2023 | $6,143 | -0.1% | 178,063 | -3.1% | 4.54% | -4.8% |
Q1 2023 | $6,149 | -0.3% | 183,674 | -0.6% | 4.77% | -7.3% |
Q4 2022 | $6,170 | -99.9% | 184,771 | +0.7% | 5.14% | +9.4% |
Q3 2022 | $5,435,000 | -8.1% | 183,557 | -1.9% | 4.70% | -2.1% |
Q2 2022 | $5,915,000 | – | 187,199 | – | 4.80% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Equius Partners, Inc. | 2,992,221 | $94,554,000 | 32.01% |
Heritage Investment Group, Inc. | 1,120,105 | $35,395,000 | 20.40% |
DIXON FNANCIAL SERVICES, INC. | 842,665 | $26,628,000 | 19.41% |
Radnor Financial Advisors, LLC | 1,717,098 | $54,260,000 | 18.68% |
Index Fund Advisors, Inc. | 6,988,535 | $220,838,000 | 16.72% |
Disciplined Equity Management, Inc. | 577,833 | $18,260,000 | 16.57% |
BALASA DINVERNO & FOLTZ LLC | 7,658,446 | $242,007,000 | 15.22% |
KEB ASSET MANAGEMENT, LLC | 762,823 | $24,105,000 | 15.07% |
WorthPointe, LLC | 545,345 | $17,233,000 | 14.46% |
M Financial Asset Management, Inc. | 108,594 | $3,432,000 | 14.41% |