DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,830,189 | -10.3% | 56,106 | -9.7% | 1.86% | -2.4% |
| Q2 2023 | $2,040,052 | +2.8% | 62,102 | +0.9% | 1.91% | +8.0% |
| Q1 2023 | $1,984,079 | +7.4% | 61,560 | +1.3% | 1.77% | +5.0% |
| Q4 2022 | $1,847,195 | +35.9% | 60,763 | +15.2% | 1.68% | +29.8% |
| Q3 2022 | $1,359,000 | -5.2% | 52,768 | +6.3% | 1.30% | -3.1% |
| Q2 2022 | $1,434,000 | +14.6% | 49,650 | +32.8% | 1.34% | -2.3% |
| Q1 2022 | $1,251,000 | +84.8% | 37,373 | +81.1% | 1.37% | +99.3% |
| Q4 2021 | $677,000 | – | 20,636 | – | 0.69% | – |
Download | ||||||
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% |