DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $700,780 | -1.0% | 20,599 | +0.4% | 0.04% | -2.7% |
Q2 2023 | $707,576 | +3.5% | 20,509 | +0.4% | 0.04% | -5.1% |
Q1 2023 | $683,681 | +0.4% | 20,421 | +0.4% | 0.04% | -9.3% |
Q4 2022 | $680,975 | +10.0% | 20,340 | -2.7% | 0.04% | -8.5% |
Q3 2022 | $619,000 | -2.8% | 20,915 | +3.7% | 0.05% | -16.1% |
Q2 2022 | $637,000 | – | 20,165 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 4,598,312 | $156,434,560 | 30.36% |
Meritas Wealth Management, LLC | 869,257 | $29,572,119 | 22.66% |
ML & R WEALTH MANAGEMENT LLC | 2,183,057 | $74,267,604 | 19.39% |
DIXON FNANCIAL SERVICES, INC. | 807,688 | $27,477,546 | 18.55% |
Heritage Wealth Management, Inc./Texas | 548,951 | $18,675,333 | 16.95% |
Disciplined Equity Management, Inc. | 591,641 | $20,127,627 | 16.83% |
Index Fund Advisors, Inc. | 6,930,000 | $235,758,592 | 15.66% |
Plancorp, LLC | 6,811,511 | $231,727,607 | 12.40% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,651,814 | $56,194,711 | 11.64% |
WorthPointe, LLC | 579,573 | $19,717,073 | 11.62% |