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 | $20,048,485 | +21.2% | 614,609 | +22.1% | 0.25% | -7.4% |
| Q2 2023 | $16,537,895 | +19.1% | 503,437 | +16.9% | 0.27% | +13.9% |
| Q1 2023 | $13,884,323 | +63.2% | 430,785 | +54.0% | 0.24% | +43.6% |
| Q4 2022 | $8,506,462 | +51.2% | 279,817 | +28.3% | 0.16% | +31.0% |
| Q3 2022 | $5,626,000 | +81.5% | 218,171 | +103.4% | 0.13% | +93.8% |
| Q2 2022 | $3,100,000 | +27.8% | 107,258 | +48.1% | 0.06% | +97.0% |
| Q1 2022 | $2,425,000 | – | 72,439 | – | 0.03% | – |
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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% |