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. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |