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 | $316,307 | -0.7% | 9,697 | 0.0% | 0.18% | +1.2% |
Q2 2023 | $318,537 | +7.5% | 9,697 | +5.4% | 0.17% | +24.5% |
Q1 2023 | $296,410 | +6.0% | 9,197 | 0.0% | 0.14% | -19.2% |
Q4 2022 | $279,580 | +12.3% | 9,197 | -4.9% | 0.17% | +19.4% |
Q3 2022 | $249,000 | -10.4% | 9,666 | +0.4% | 0.14% | -1.4% |
Q2 2022 | $278,000 | -12.3% | 9,627 | +1.7% | 0.15% | -4.6% |
Q1 2022 | $317,000 | +28.9% | 9,465 | +26.5% | 0.15% | +3.4% |
Q4 2021 | $246,000 | – | 7,483 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |