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 | $646,237 | +0.2% | 19,811 | +0.9% | 0.38% | +3.9% |
| Q2 2023 | $645,183 | +3.8% | 19,640 | +1.8% | 0.36% | -4.2% |
| Q1 2023 | $621,860 | +6.5% | 19,294 | +0.4% | 0.38% | +5.0% |
| Q4 2022 | $583,934 | +17.5% | 19,208 | -0.4% | 0.36% | +9.1% |
| Q3 2022 | $497,000 | -10.3% | 19,281 | +0.5% | 0.33% | -7.6% |
| Q2 2022 | $554,000 | -18.8% | 19,182 | -5.8% | 0.36% | -10.8% |
| Q1 2022 | $682,000 | +1.0% | 20,360 | -1.0% | 0.40% | -1.5% |
| Q4 2021 | $675,000 | +2.0% | 20,576 | +1.7% | 0.40% | +37.8% |
| Q3 2021 | $662,000 | – | 20,232 | – | 0.29% | – |
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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% |