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 | $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% | – |
Download | ||||||
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% |