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 | $1,644,121 | 0.0% | 50,049 | 0.0% | 0.34% | -0.9% |
| Q2 2023 | $1,644,121 | -0.4% | 50,049 | -2.3% | 0.35% | -4.1% |
| Q1 2023 | $1,651,318 | -92.5% | 51,235 | -92.2% | 0.36% | -92.8% |
| Q4 2022 | $21,871,945 | +1256.8% | 653,284 | +943.9% | 5.05% | +1152.9% |
| Q3 2022 | $1,612,000 | -14.9% | 62,584 | -4.5% | 0.40% | -5.4% |
| Q2 2022 | $1,894,000 | -23.8% | 65,551 | -11.7% | 0.43% | -13.4% |
| Q1 2022 | $2,484,000 | +4.6% | 74,208 | +1.4% | 0.49% | +8.1% |
| Q4 2021 | $2,375,000 | -2.3% | 73,196 | -1.4% | 0.46% | -5.2% |
| Q3 2021 | $2,430,000 | – | 74,212 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |