DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,000,218 | -1.2% | 735,752 | -0.5% | 3.99% | -8.8% |
| Q2 2023 | $24,282,412 | -2.6% | 739,191 | -4.5% | 4.38% | -10.8% |
| Q1 2023 | $24,939,014 | +5.2% | 773,783 | -0.8% | 4.90% | -14.5% |
| Q4 2022 | $23,704,784 | +14.5% | 779,763 | -3.0% | 5.74% | -3.8% |
| Q3 2022 | $20,706,780 | -14.8% | 803,835 | -4.5% | 5.96% | -12.1% |
| Q2 2022 | $24,312,473 | -16.9% | 841,553 | -3.7% | 6.78% | -29.2% |
| Q1 2022 | $29,257,721 | -3.1% | 873,889 | -5.0% | 9.58% | -45.7% |
| Q4 2021 | $30,200,871 | +0.4% | 920,197 | +0.2% | 17.65% | -9.2% |
| Q3 2021 | $30,071,612 | – | 918,357 | – | 19.45% | – |
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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% |