DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,449,969 | -1.5% | 277,778 | -0.1% | 5.25% | -1.9% |
| Q2 2023 | $9,593,919 | +2.8% | 278,085 | -0.2% | 5.35% | -4.1% |
| Q1 2023 | $9,328,783 | -3.7% | 278,638 | -3.7% | 5.58% | -10.7% |
| Q4 2022 | $9,684,001 | +12.2% | 289,246 | -0.8% | 6.25% | +3.3% |
| Q3 2022 | $8,631,000 | -2.1% | 291,484 | +4.4% | 6.05% | -3.7% |
| Q2 2022 | $8,819,000 | – | 279,069 | – | 6.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,416,453 | $130,771,000 | 37.27% |
| Equius Partners, Inc. | 3,028,591 | $89,677,000 | 32.22% |
| M Financial Asset Management, Inc. | 183,741 | $5,441,000 | 23.30% |
| Heritage Investment Group, Inc. | 1,115,401 | $33,027,000 | 20.34% |
| ML & R WEALTH MANAGEMENT LLC | 1,961,714 | $58,086,000 | 19.64% |
| DIXON FNANCIAL SERVICES, INC. | 837,643 | $24,803,000 | 19.50% |
| Radnor Financial Advisors, LLC | 1,790,104 | $53,005,000 | 18.64% |
| Disciplined Equity Management, Inc. | 588,723 | $17,432,000 | 17.20% |
| Index Fund Advisors, Inc. | 7,229,233 | $214,058,000 | 16.58% |
| KEB ASSET MANAGEMENT, LLC | 769,847 | $22,795,000 | 14.53% |