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 | $2,746,984 | -4.8% | 84,211 | -4.1% | 0.01% | +175.0% |
| Q2 2023 | $2,884,896 | -0.5% | 87,820 | -2.4% | 0.00% | -93.1% |
| Q1 2023 | $2,900,433 | -29.8% | 89,991 | -33.8% | 0.06% | +11.5% |
| Q4 2022 | $4,132,299 | +15.1% | 135,921 | -2.5% | 0.05% | +15.6% |
| Q3 2022 | $3,590,000 | -19.5% | 139,387 | -9.7% | 0.04% | -18.2% |
| Q2 2022 | $4,458,000 | +18.5% | 154,346 | +37.4% | 0.06% | +41.0% |
| Q1 2022 | $3,761,000 | +3.8% | 112,329 | +1.8% | 0.04% | +11.4% |
| Q4 2021 | $3,624,000 | +10.8% | 110,394 | +10.5% | 0.04% | -20.5% |
| Q3 2021 | $3,272,000 | – | 99,924 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |