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 | $539,138 | +6.5% | 16,528 | +7.2% | 0.01% | +10.0% |
| Q2 2023 | $506,263 | -6.8% | 15,411 | -8.6% | 0.01% | -9.1% |
| Q1 2023 | $543,491 | -2.4% | 16,863 | -7.9% | 0.01% | -15.4% |
| Q4 2022 | $556,889 | +123.7% | 18,319 | +89.6% | 0.01% | +116.7% |
| Q3 2022 | $249,000 | -7.1% | 9,664 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $268,000 | +0.4% | 9,271 | +16.2% | 0.01% | 0.0% |
| Q1 2022 | $267,000 | – | 7,978 | – | 0.01% | – |
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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% |