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 | $7,397,009 | +2.0% | 226,763 | +2.7% | 4.16% | +4.2% |
| Q2 2023 | $7,252,853 | +3.0% | 220,787 | +1.0% | 3.99% | -2.5% |
| Q1 2023 | $7,044,092 | +3.2% | 218,557 | -2.6% | 4.09% | -3.3% |
| Q4 2022 | $6,824,770 | +9.0% | 224,499 | -7.7% | 4.23% | -0.2% |
| Q3 2022 | $6,263,000 | -5.1% | 243,134 | +6.4% | 4.24% | -1.3% |
| Q2 2022 | $6,603,000 | -20.0% | 228,544 | -7.3% | 4.30% | -13.2% |
| Q1 2022 | $8,256,000 | +3.1% | 246,602 | +1.1% | 4.95% | +7.6% |
| Q4 2021 | $8,005,000 | – | 243,920 | – | 4.60% | – |
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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% |