DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,811,051 | +2.1% | 699,296 | +2.8% | 9.41% | +1.7% |
| Q2 2023 | $22,345,557 | +1.8% | 680,230 | -0.2% | 9.26% | -3.6% |
| Q1 2023 | $21,956,991 | +6.2% | 681,259 | +0.2% | 9.60% | -12.6% |
| Q4 2022 | $20,668,155 | +18.8% | 679,874 | +0.7% | 10.99% | -0.9% |
| Q3 2022 | $17,391,000 | -13.9% | 675,123 | -3.5% | 11.08% | -12.2% |
| Q2 2022 | $20,203,000 | -9.6% | 699,299 | +4.7% | 12.63% | -15.5% |
| Q1 2022 | $22,359,000 | +2.9% | 667,838 | +0.9% | 14.95% | +7.5% |
| Q4 2021 | $21,731,000 | – | 662,136 | – | 13.90% | – |
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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% |