DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 474 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,831 | +8.8% | 14,663 | +10.4% | 0.18% | +8.6% |
| Q2 2023 | $458,346 | +3.1% | 13,285 | +0.1% | 0.16% | -6.9% |
| Q1 2023 | $444,453 | -2.5% | 13,275 | -2.5% | 0.18% | -12.1% |
| Q4 2022 | $455,764 | +10.1% | 13,613 | -2.7% | 0.20% | -5.2% |
| Q3 2022 | $414,000 | -6.3% | 13,995 | +0.1% | 0.21% | -6.2% |
| Q2 2022 | $442,000 | – | 13,984 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,466,744 | $149,546,573 | 39.10% |
| Equius Partners, Inc. | 2,969,692 | $99,425,289 | 30.70% |
| TFO Wealth Partners, LLC | 4,581,189 | $111,231,275 | 25.68% |
| Meritas Wealth Management, LLC | 862,902 | $28,889,959 | 23.86% |
| Team Hewins, LLC | 1,309,340 | $43,836,688 | 23.77% |
| M Financial Asset Management, Inc. | 186,127 | $6,257 | 22.85% |
| ML & R WEALTH MANAGEMENT LLC | 2,053,302 | $68,744,543 | 20.55% |
| DIXON FNANCIAL SERVICES, INC. | 825,688 | $27,644,034 | 19.53% |
| Disciplined Equity Management, Inc. | 584,868 | $19,581 | 17.32% |
| Index Fund Advisors, Inc. | 7,237,320 | $242,305 | 17.04% |