DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,130,892 | +14.2% | 164,720 | +4.4% | 1.83% | +7.2% |
| Q3 2023 | $5,367,231 | -1.2% | 157,767 | +0.2% | 1.71% | -1.8% |
| Q2 2023 | $5,433,713 | +4.0% | 157,499 | +0.9% | 1.74% | -1.1% |
| Q1 2023 | $5,226,172 | +0.3% | 156,098 | +0.3% | 1.76% | -6.8% |
| Q4 2022 | $5,208,787 | +18.3% | 155,579 | +4.6% | 1.88% | +9.2% |
| Q3 2022 | $4,403,000 | – | 148,691 | – | 1.73% | – |
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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% |