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 | $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% | – |
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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% |