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 | $118,401,450 | +7.8% | 3,629,719 | +8.6% | 5.74% | -6.1% |
| Q2 2023 | $109,833,158 | +6.5% | 3,343,475 | +4.5% | 6.11% | -8.3% |
| Q1 2023 | $103,154,687 | +15.2% | 3,200,579 | +8.7% | 6.67% | -3.9% |
| Q4 2022 | $89,540,847 | -20.8% | 2,945,422 | -32.9% | 6.94% | +3.9% |
| Q3 2022 | $113,114,000 | +48.6% | 4,391,067 | +66.7% | 6.68% | +4.2% |
| Q2 2022 | $76,096,000 | +8.9% | 2,633,852 | +26.2% | 6.41% | -7.9% |
| Q1 2022 | $69,879,000 | +30.4% | 2,087,112 | +27.8% | 6.96% | -37.8% |
| Q4 2021 | $53,604,000 | – | 1,633,287 | – | 11.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |