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 | $13,319,454 | +0.9% | 408,322 | +1.7% | 2.44% | +4.5% |
| Q2 2023 | $13,194,593 | +3.9% | 401,662 | +2.0% | 2.33% | -15.5% |
| Q1 2023 | $12,694,864 | +3.3% | 393,883 | -2.6% | 2.76% | +4.1% |
| Q4 2022 | $12,291,124 | +26.4% | 404,313 | +7.1% | 2.65% | -2.1% |
| Q3 2022 | $9,721,000 | -5.0% | 377,369 | +6.5% | 2.71% | -2.6% |
| Q2 2022 | $10,237,000 | -13.4% | 354,357 | +0.4% | 2.78% | -8.7% |
| Q1 2022 | $11,819,000 | +1.9% | 353,016 | -0.1% | 3.04% | -49.0% |
| Q4 2021 | $11,593,000 | +4.6% | 353,241 | +4.4% | 5.97% | -4.7% |
| Q3 2021 | $11,078,000 | – | 338,314 | – | 6.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |