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 | $6,381,498 | -1.1% | 195,631 | -0.4% | 5.49% | +2.2% |
| Q2 2023 | $6,455,041 | +3.2% | 196,500 | +1.3% | 5.37% | -3.1% |
| Q1 2023 | $6,253,314 | +2.7% | 194,021 | -3.1% | 5.54% | -2.2% |
| Q4 2022 | $6,086,713 | +16.1% | 200,221 | -1.6% | 5.66% | +2.5% |
| Q3 2022 | $5,242,000 | -27.7% | 203,485 | -6.1% | 5.52% | -19.5% |
| Q2 2022 | $7,255,000 | -0.6% | 216,696 | -2.6% | 6.86% | +4.9% |
| Q1 2022 | $7,300,000 | 0.0% | 222,418 | 0.0% | 6.54% | -1.1% |
| Q4 2021 | $7,300,000 | – | 222,418 | – | 6.61% | – |
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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% |