DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $994,949 | +24.7% | 29,246 | +26.4% | 0.72% | +27.0% |
Q2 2023 | $798,089 | +7.5% | 23,133 | +4.4% | 0.56% | -0.5% |
Q1 2023 | $742,084 | +10.7% | 22,165 | +10.7% | 0.57% | -6.0% |
Q4 2022 | $670,203 | -99.8% | 20,018 | +89.5% | 0.60% | +81.9% |
Q3 2022 | $312,741,000 | -6.3% | 10,562 | 0.0% | 0.33% | -9.3% |
Q2 2022 | $333,759,000 | – | 10,562 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 4,416,453 | $130,771,000 | 37.27% |
Equius Partners, Inc. | 3,028,591 | $89,677,000 | 32.22% |
M Financial Asset Management, Inc. | 183,741 | $5,441,000 | 23.30% |
Heritage Investment Group, Inc. | 1,115,401 | $33,027,000 | 20.34% |
ML & R WEALTH MANAGEMENT LLC | 1,961,714 | $58,086,000 | 19.64% |
DIXON FNANCIAL SERVICES, INC. | 837,643 | $24,803,000 | 19.50% |
Radnor Financial Advisors, LLC | 1,790,104 | $53,005,000 | 18.64% |
Disciplined Equity Management, Inc. | 588,723 | $17,432,000 | 17.20% |
Index Fund Advisors, Inc. | 7,229,233 | $214,058,000 | 16.58% |
KEB ASSET MANAGEMENT, LLC | 769,847 | $22,795,000 | 14.53% |