DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,967 | -1.9% | 2,176 | -3.0% | 0.05% | -4.2% |
| Q1 2023 | $72,333 | +6.3% | 2,244 | +0.2% | 0.05% | -4.0% |
| Q4 2022 | $68,065 | -2.8% | 2,239 | -17.5% | 0.05% | -10.7% |
| Q3 2022 | $70,000 | -30.0% | 2,715 | -21.4% | 0.06% | -27.3% |
| Q2 2022 | $100,000 | -17.4% | 3,454 | -4.6% | 0.08% | +5.5% |
| Q1 2022 | $121,000 | +175.0% | 3,622 | +169.7% | 0.07% | +192.0% |
| Q4 2021 | $44,000 | +450.0% | 1,343 | +428.7% | 0.02% | +400.0% |
| Q3 2021 | $8,000 | – | 254 | – | 0.01% | – |
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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% |