DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,782,712 | +2.5% | 913,020 | +3.2% | 3.57% | +1.7% |
| Q2 2023 | $29,061,048 | +3.0% | 884,659 | +1.1% | 3.51% | -0.5% |
| Q1 2023 | $28,201,121 | +7.7% | 874,996 | +1.6% | 3.53% | -0.5% |
| Q4 2022 | $26,188,080 | +24.4% | 861,450 | +5.4% | 3.55% | +16.4% |
| Q3 2022 | $21,050,000 | +12.2% | 817,172 | +25.9% | 3.05% | +7.6% |
| Q2 2022 | $18,753,000 | – | 649,103 | – | 2.84% | – |
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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% |