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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,419,012 | +8.5% | 741,455 | -0.5% | 10.28% | -0.8% |
| Q3 2023 | $25,278,506 | -4.3% | 745,239 | -2.6% | 10.36% | +0.1% |
| Q2 2023 | $26,407,855 | +1.4% | 765,445 | -1.6% | 10.35% | -3.4% |
| Q1 2023 | $26,042,528 | -12.5% | 777,853 | -12.5% | 10.72% | +5.7% |
| Q4 2022 | $29,754,478 | +11.0% | 888,724 | +1.8% | 10.14% | -1.9% |
| Q3 2022 | $26,801,000 | -2.5% | 873,276 | -0.2% | 10.33% | -5.8% |
| Q2 2022 | $27,495,000 | – | 875,365 | – | 10.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,598,312 | $156,434,560 | 30.36% |
| Meritas Wealth Management, LLC | 869,257 | $29,572,119 | 22.66% |
| ML & R WEALTH MANAGEMENT LLC | 2,183,057 | $74,267,604 | 19.39% |
| DIXON FNANCIAL SERVICES, INC. | 807,688 | $27,477,546 | 18.55% |
| Heritage Wealth Management, Inc./Texas | 548,951 | $18,675,333 | 16.95% |
| Disciplined Equity Management, Inc. | 591,641 | $20,127,627 | 16.83% |
| Index Fund Advisors, Inc. | 6,930,000 | $235,758,592 | 15.66% |
| Plancorp, LLC | 6,811,511 | $231,727,607 | 12.40% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,651,814 | $56,194,711 | 11.64% |
| WorthPointe, LLC | 579,573 | $19,717,073 | 11.62% |