DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,210,847 | -3.4% | 67,776 | -2.7% | 1.23% | -3.8% |
| Q2 2023 | $2,288,924 | +1.8% | 69,679 | -0.1% | 1.28% | -5.1% |
| Q1 2023 | $2,247,454 | +6.2% | 69,732 | +0.2% | 1.34% | -1.5% |
| Q4 2022 | $2,115,309 | +10.3% | 69,582 | -6.5% | 1.36% | +1.6% |
| Q3 2022 | $1,917,000 | -12.8% | 74,433 | -2.2% | 1.34% | -14.2% |
| Q2 2022 | $2,198,000 | -12.3% | 76,074 | +1.6% | 1.57% | -10.8% |
| Q1 2022 | $2,507,000 | -1.6% | 74,874 | -3.6% | 1.76% | +0.7% |
| Q4 2021 | $2,549,000 | -5.3% | 77,671 | -5.5% | 1.74% | +79.7% |
| Q3 2021 | $2,691,000 | – | 82,178 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |