DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,966,310 | -0.3% | 274,872 | +0.4% | 7.04% | +2.4% |
| Q2 2023 | $8,993,602 | +1.2% | 273,778 | -0.7% | 6.87% | -4.3% |
| Q1 2023 | $8,885,661 | +4.3% | 275,695 | -1.6% | 7.18% | -5.5% |
| Q4 2022 | $8,520,630 | +20.1% | 280,284 | +1.8% | 7.59% | +5.1% |
| Q3 2022 | $7,095,000 | -17.2% | 275,440 | -7.2% | 7.23% | -11.3% |
| Q2 2022 | $8,573,000 | -10.7% | 296,754 | +3.5% | 8.14% | -6.7% |
| Q1 2022 | $9,598,000 | +6.4% | 286,670 | +4.3% | 8.72% | +9.5% |
| Q4 2021 | $9,021,000 | – | 274,872 | – | 7.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |