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 | $4,604,571 | +6.3% | 141,158 | +7.1% | 1.66% | +5.6% |
| Q2 2023 | $4,330,938 | +3.1% | 131,840 | +1.2% | 1.57% | -2.1% |
| Q1 2023 | $4,198,811 | +3.9% | 130,276 | -2.0% | 1.60% | -7.3% |
| Q4 2022 | $4,039,765 | +48.5% | 132,887 | +25.8% | 1.73% | +43.8% |
| Q3 2022 | $2,721,000 | -8.3% | 105,648 | +2.9% | 1.20% | -6.5% |
| Q2 2022 | $2,966,000 | +21.3% | 102,656 | +37.8% | 1.29% | +13.1% |
| Q4 2021 | $2,445,000 | +12.4% | 74,483 | +12.1% | 1.14% | +5.3% |
| Q3 2021 | $2,176,000 | – | 66,458 | – | 1.08% | – |
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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% |