DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,946,199 | +21.4% | 243,599 | +22.2% | 0.08% | +18.2% |
| Q2 2023 | $6,546,020 | +35.1% | 199,270 | +32.6% | 0.07% | +24.5% |
| Q1 2023 | $4,845,240 | +16.3% | 150,333 | +9.7% | 0.05% | +43.2% |
| Q4 2022 | $4,167,779 | -99.9% | 137,098 | -59.1% | 0.04% | -19.6% |
| Q3 2022 | $4,316,312,000 | +86260.8% | 334,812 | +93.5% | 0.05% | -9.8% |
| Q2 2022 | $4,998,000 | +9.7% | 172,990 | +27.1% | 0.05% | +8.5% |
| Q1 2022 | $4,555,000 | +138.1% | 136,059 | +133.4% | 0.05% | +147.4% |
| Q4 2021 | $1,913,000 | +25.0% | 58,294 | +24.7% | 0.02% | +26.7% |
| Q3 2021 | $1,530,000 | – | 46,738 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |