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 | $8,626,342 | -1.8% | 264,449 | -1.2% | 1.09% | +1.0% |
| Q2 2023 | $8,788,392 | +1.3% | 267,531 | -0.6% | 1.08% | -5.4% |
| Q1 2023 | $8,678,657 | +8.6% | 269,273 | +2.5% | 1.14% | +2.2% |
| Q4 2022 | $7,989,557 | +17.4% | 262,814 | -0.5% | 1.12% | +4.8% |
| Q3 2022 | $6,806,000 | -10.3% | 264,216 | +0.6% | 1.06% | -7.3% |
| Q2 2022 | $7,591,000 | -14.0% | 262,745 | -0.4% | 1.15% | -7.6% |
| Q1 2022 | $8,829,000 | +3.9% | 263,696 | +1.8% | 1.24% | +11.5% |
| Q4 2021 | $8,498,000 | – | 258,935 | – | 1.12% | – |
Download | ||||||
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% |