DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
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. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |