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 | $4,118,169 | +10.9% | 126,247 | +11.7% | 0.04% | +16.1% |
| Q2 2023 | $3,713,758 | +27.3% | 113,052 | +24.9% | 0.03% | +24.0% |
| Q1 2023 | $2,917,105 | +6.4% | 90,509 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $2,742,870 | +24.4% | 90,226 | +5.4% | 0.02% | -43.2% |
| Q3 2022 | $2,204,000 | -19.9% | 85,564 | -10.2% | 0.04% | 0.0% |
| Q2 2022 | $2,752,000 | -14.6% | 95,272 | -1.0% | 0.04% | -4.3% |
| Q1 2022 | $3,221,000 | +4.6% | 96,209 | +2.5% | 0.05% | +4.5% |
| Q4 2021 | $3,079,000 | +10.9% | 93,825 | +10.6% | 0.04% | 0.0% |
| Q3 2021 | $2,777,000 | – | 84,819 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |