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 | $73,823,242 | -2.9% | 2,263,128 | -2.2% | 14.33% | -4.7% |
| Q2 2023 | $76,034,009 | +5.2% | 2,314,582 | +3.3% | 15.03% | -19.3% |
| Q1 2023 | $72,244,653 | +3.8% | 2,241,534 | -2.1% | 18.63% | +2.4% |
| Q4 2022 | $69,571,771 | +21.4% | 2,288,545 | +2.8% | 18.19% | +11.3% |
| Q3 2022 | $57,320,000 | -10.5% | 2,225,171 | +0.4% | 16.34% | -40.8% |
| Q2 2022 | $64,043,000 | -14.1% | 2,216,796 | -0.4% | 27.58% | +6.8% |
| Q1 2022 | $74,531,000 | +3.8% | 2,226,144 | +1.8% | 25.82% | +1.8% |
| Q4 2021 | $71,780,000 | – | 2,187,094 | – | 25.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,505,968 | $50,420,000 | 38.37% |
| Equius Partners, Inc. | 2,018,897 | $67,592,000 | 29.14% |
| RESOURCE CONSULTING GROUP INC | 2,226,144 | $74,531,000 | 25.82% |
| M Financial Asset Management, Inc. | 138,509 | $4,637,000 | 19.21% |
| KEB ASSET MANAGEMENT, LLC | 667,838 | $22,359,000 | 14.95% |
| KRAFT ASSET MANAGEMENT, LLC | 407,326 | $13,637,000 | 14.18% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,603,235 | $53,676,000 | 13.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 520,303 | $17,420,000 | 12.77% |
| DOPKINS WEALTH MANAGEMENT, LLC | 336,349 | $11,261,000 | 12.23% |
| Rather & Kittrell, Inc. | 372,703 | $12,478,000 | 12.16% |