DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,636,939 | +20.9% | 203,457 | +21.7% | 0.01% | 0.0% |
Q2 2023 | $5,489,311 | -0.6% | 167,210 | -2.3% | 0.01% | 0.0% |
Q1 2023 | $5,523,535 | +10.8% | 171,208 | +4.4% | 0.01% | 0.0% |
Q4 2022 | $4,983,894 | +17.0% | 163,940 | -0.8% | 0.01% | 0.0% |
Q3 2022 | $4,259,000 | -7.3% | 165,298 | +4.0% | 0.01% | 0.0% |
Q2 2022 | $4,594,000 | +45.1% | 158,963 | +68.1% | 0.01% | +66.7% |
Q1 2022 | $3,167,000 | -37.1% | 94,585 | -38.3% | 0.01% | -40.0% |
Q4 2021 | $5,032,000 | +0.2% | 153,230 | -0.1% | 0.01% | 0.0% |
Q3 2021 | $5,023,000 | – | 153,401 | – | 0.01% | – |
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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% |