DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,865,491 | -2.8% | 407,569 | -1.5% | 4.05% | -0.3% |
| Q2 2023 | $14,269,399 | +9.1% | 413,606 | +5.9% | 4.06% | -3.1% |
| Q1 2023 | $13,080,791 | +12.0% | 390,705 | -1.0% | 4.19% | -0.4% |
| Q4 2022 | $11,680,415 | +0.0% | 394,475 | 0.0% | 4.21% | +0.1% |
| Q3 2022 | $11,680,000 | -1.4% | 394,475 | +5.2% | 4.20% | -0.7% |
| Q2 2022 | $11,851,000 | – | 375,045 | – | 4.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,416,453 | $130,771,000 | 37.27% |
| Equius Partners, Inc. | 3,028,591 | $89,677,000 | 32.22% |
| M Financial Asset Management, Inc. | 183,741 | $5,441,000 | 23.30% |
| Heritage Investment Group, Inc. | 1,115,401 | $33,027,000 | 20.34% |
| ML & R WEALTH MANAGEMENT LLC | 1,961,714 | $58,086,000 | 19.64% |
| DIXON FNANCIAL SERVICES, INC. | 837,643 | $24,803,000 | 19.50% |
| Radnor Financial Advisors, LLC | 1,790,104 | $53,005,000 | 18.64% |
| Disciplined Equity Management, Inc. | 588,723 | $17,432,000 | 17.20% |
| Index Fund Advisors, Inc. | 7,229,233 | $214,058,000 | 16.58% |
| KEB ASSET MANAGEMENT, LLC | 769,847 | $22,795,000 | 14.53% |