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 | $1,096,937 | +5.9% | 33,628 | +6.7% | 0.02% | +6.2% |
| Q2 2023 | $1,035,650 | +9.5% | 31,527 | +7.5% | 0.02% | +6.7% |
| Q1 2023 | $945,606 | +71.5% | 29,339 | +61.8% | 0.02% | +66.7% |
| Q4 2022 | $551,265 | +299.5% | 18,134 | +239.1% | 0.01% | +200.0% |
| Q3 2022 | $138,000 | +74.7% | 5,348 | +96.5% | 0.00% | +200.0% |
| Q2 2022 | $79,000 | -13.2% | 2,722 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $91,000 | +2.2% | 2,722 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $89,000 | 0.0% | 2,722 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $89,000 | – | 2,722 | – | 0.00% | – |
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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% |