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 | $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. | 1,505,968 | $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% |