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 | $23,752,498 | +27.1% | 728,158 | +28.0% | 6.08% | +28.0% |
| Q2 2023 | $18,694,463 | +1.5% | 569,086 | -0.4% | 4.75% | -1.9% |
| Q1 2023 | $18,417,635 | -14.4% | 571,444 | -19.3% | 4.84% | -22.3% |
| Q4 2022 | $21,516,694 | +49.4% | 707,786 | +26.6% | 6.23% | +36.5% |
| Q3 2022 | $14,401,000 | -12.1% | 559,040 | -1.4% | 4.57% | -9.8% |
| Q2 2022 | $16,379,000 | +492.2% | 566,930 | +572.7% | 5.06% | +461.9% |
| Q4 2021 | $2,766,000 | – | 84,273 | – | 0.90% | – |
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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% |