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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,660,767 | -11.3% | 48,817 | -10.0% | 0.73% | -10.4% |
Q2 2023 | $1,871,952 | -8.3% | 54,259 | -11.0% | 0.82% | -13.2% |
Q1 2023 | $2,041,278 | -0.6% | 60,970 | -0.6% | 0.94% | -5.6% |
Q4 2022 | $2,054,384 | +12.3% | 61,362 | -0.7% | 1.00% | +3.4% |
Q3 2022 | $1,829,000 | – | 61,779 | – | 0.96% | – |
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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% |