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 | $12,447,182 | +0.8% | 381,581 | +1.5% | 8.05% | +0.7% |
| Q2 2023 | $12,349,580 | +13.8% | 375,939 | +11.6% | 7.99% | +5.1% |
| Q1 2023 | $10,855,339 | +28.0% | 336,809 | +20.7% | 7.61% | +7.9% |
| Q4 2022 | $8,480,607 | +36.5% | 278,967 | +15.6% | 7.05% | +11.8% |
| Q3 2022 | $6,215,000 | +25.8% | 241,261 | +41.1% | 6.31% | +36.0% |
| Q2 2022 | $4,941,000 | +234.1% | 171,033 | +287.2% | 4.64% | +310.0% |
| Q1 2022 | $1,479,000 | +149.4% | 44,174 | +144.4% | 1.13% | +153.8% |
| Q4 2021 | $593,000 | – | 18,076 | – | 0.45% | – |
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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% |