DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,304,853 | -5.8% | 407,874 | -5.1% | 4.80% | -5.0% |
| Q2 2023 | $14,124,403 | +0.3% | 429,967 | -1.6% | 5.05% | -3.5% |
| Q1 2023 | $14,079,867 | +3.9% | 436,856 | -2.0% | 5.24% | -4.5% |
| Q4 2022 | $13,546,110 | +14.9% | 445,596 | -2.6% | 5.48% | +6.7% |
| Q3 2022 | $11,785,000 | -3.9% | 457,500 | +7.8% | 5.14% | -2.3% |
| Q2 2022 | $12,265,000 | -0.2% | 424,534 | +13.4% | 5.26% | +1.2% |
| Q4 2021 | $12,290,000 | +0.7% | 374,463 | +0.5% | 5.19% | -10.7% |
| Q3 2021 | $12,203,000 | – | 372,660 | – | 5.82% | – |
Download | ||||||
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% |