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. | 1,475,550 | $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% |