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 | $9,262,490 | +2.0% | 283,951 | +2.7% | 3.16% | +1.6% |
| Q2 2023 | $9,080,352 | +9.3% | 276,419 | +7.2% | 3.11% | +8.7% |
| Q1 2023 | $8,311,039 | +11.0% | 257,867 | +4.7% | 2.86% | -0.2% |
| Q4 2022 | $7,484,796 | +25.5% | 246,210 | +7.1% | 2.86% | +4.3% |
| Q3 2022 | $5,966,000 | +793.1% | 229,892 | -0.5% | 2.75% | +1368.4% |
| Q2 2022 | $668,000 | -85.6% | 231,095 | +64.0% | 0.19% | -90.2% |
| Q4 2021 | $4,625,000 | – | 140,909 | – | 1.90% | – |
Download | ||||||
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% |