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 | $474,440 | -0.5% | 14,544 | +0.2% | 0.19% | +9.7% |
| Q2 2023 | $476,892 | +1.7% | 14,517 | -0.2% | 0.18% | -4.4% |
| Q1 2023 | $468,787 | +6.9% | 14,545 | +0.8% | 0.18% | +2.8% |
| Q4 2022 | $438,701 | +18.2% | 14,431 | +0.2% | 0.18% | +11.2% |
| Q3 2022 | $371,000 | -10.8% | 14,404 | +0.1% | 0.16% | -5.9% |
| Q2 2022 | $416,000 | -11.5% | 14,390 | +0.5% | 0.17% | +4.9% |
| Q4 2021 | $470,000 | +0.6% | 14,324 | +0.3% | 0.16% | -7.4% |
| Q3 2021 | $467,000 | – | 14,276 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |