DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,006,088 | +0.1% | 3,678,911 | +0.8% | 7.97% | +1.6% |
| Q2 2023 | $119,938,055 | +2.2% | 3,651,082 | +0.2% | 7.85% | -2.2% |
| Q1 2023 | $117,403,457 | +105073.8% | 3,642,676 | -0.8% | 8.02% | +2.2% |
| Q4 2022 | $111,628 | -99.9% | 3,671,968 | +11.9% | 7.85% | +19.9% |
| Q3 2022 | $84,502,000 | -19.3% | 3,280,367 | -9.5% | 6.54% | -17.5% |
| Q2 2022 | $104,699,000 | -13.7% | 3,624,049 | -0.0% | 7.93% | -4.2% |
| Q1 2022 | $121,364,000 | +2.1% | 3,624,983 | +0.1% | 8.28% | -2.1% |
| Q4 2021 | $118,897,000 | – | 3,622,699 | – | 8.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |