DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,275 | -0.8% | 28,825 | -0.1% | 0.10% | 0.0% |
| Q2 2023 | $947,661 | +2.2% | 28,848 | +0.3% | 0.10% | -3.8% |
| Q1 2023 | $926,943 | +5.3% | 28,760 | -0.6% | 0.11% | -1.9% |
| Q4 2022 | $879,970 | +12.2% | 28,946 | -4.9% | 0.11% | +0.9% |
| Q3 2022 | $784,000 | -8.4% | 30,423 | +2.7% | 0.11% | -6.1% |
| Q2 2022 | $856,000 | -16.2% | 29,636 | -3.0% | 0.11% | -9.5% |
| Q1 2022 | $1,022,000 | +3.3% | 30,540 | +1.3% | 0.13% | +4.1% |
| Q4 2021 | $989,000 | -1.1% | 30,145 | -1.3% | 0.12% | -6.9% |
| Q3 2021 | $1,000,000 | – | 30,554 | – | 0.13% | – |
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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% |