DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,823,591 | -2.9% | 55,904 | -2.2% | 1.13% | -3.2% |
| Q2 2023 | $1,877,546 | -0.2% | 57,155 | -2.1% | 1.17% | -8.9% |
| Q1 2023 | $1,882,026 | -0.6% | 58,394 | -6.2% | 1.28% | -8.2% |
| Q4 2022 | $1,893,184 | +12.6% | 62,276 | -4.6% | 1.40% | +4.2% |
| Q3 2022 | $1,682,000 | -16.8% | 65,300 | -6.7% | 1.34% | -12.5% |
| Q2 2022 | $2,021,000 | -10.7% | 69,972 | +1.5% | 1.54% | +3.0% |
| Q4 2021 | $2,264,000 | +1.6% | 68,969 | +1.3% | 1.49% | -2.0% |
| Q3 2021 | $2,228,000 | – | 68,052 | – | 1.52% | – |
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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% |