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 | $610,255 | -0.7% | 18,708 | 0.0% | 0.39% | -1.3% |
| Q2 2023 | $614,558 | -26.7% | 18,708 | -28.1% | 0.40% | -26.9% |
| Q1 2023 | $838,335 | +7.3% | 26,011 | +1.2% | 0.54% | +0.2% |
| Q4 2022 | $781,371 | +30.7% | 25,703 | +10.7% | 0.54% | +14.4% |
| Q3 2022 | $598,000 | -1.3% | 23,214 | +10.7% | 0.47% | +4.6% |
| Q2 2022 | $606,000 | +20.7% | 20,975 | +39.9% | 0.45% | +1.1% |
| Q1 2022 | $502,000 | +1.0% | 14,992 | -1.0% | 0.45% | +1.8% |
| Q4 2021 | $497,000 | +0.4% | 15,142 | +0.3% | 0.44% | -23.1% |
| Q3 2021 | $495,000 | – | 15,103 | – | 0.57% | – |
Download | ||||||
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% |