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 | $11,247,835 | +0.2% | 344,814 | +0.9% | 7.18% | -7.6% |
| Q2 2023 | $11,228,892 | +3.6% | 341,823 | +1.7% | 7.78% | -3.2% |
| Q1 2023 | $10,837,295 | +4.1% | 336,249 | -1.8% | 8.04% | -18.6% |
| Q4 2022 | $10,411,291 | +19.9% | 342,477 | +1.6% | 9.88% | -1.1% |
| Q3 2022 | $8,686,000 | -8.0% | 337,208 | +3.2% | 9.98% | -2.3% |
| Q2 2022 | $9,441,000 | -11.9% | 326,787 | +2.1% | 10.22% | -10.6% |
| Q1 2022 | $10,721,000 | +2.7% | 320,220 | +0.7% | 11.43% | +3.5% |
| Q4 2021 | $10,438,000 | – | 318,029 | – | 11.05% | – |
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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% |