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 | $2,082,041 | -1.3% | 63,827 | -0.6% | 0.68% | +11.0% |
| Q2 2023 | $2,108,580 | -8.1% | 64,188 | -9.8% | 0.61% | +0.3% |
| Q1 2023 | $2,293,534 | +4.1% | 71,161 | -1.8% | 0.61% | +2.5% |
| Q4 2022 | $2,203,723 | +14.7% | 72,491 | -2.8% | 0.59% | +4.0% |
| Q3 2022 | $1,921,000 | -10.7% | 74,569 | +0.2% | 0.57% | -5.2% |
| Q2 2022 | $2,150,000 | -13.1% | 74,426 | +0.8% | 0.60% | -1.3% |
| Q1 2022 | $2,473,000 | +3.4% | 73,861 | +1.4% | 0.61% | +8.9% |
| Q4 2021 | $2,391,000 | +4.3% | 72,856 | +4.1% | 0.56% | +1.6% |
| Q3 2021 | $2,292,000 | – | 69,999 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |