DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,725,176 | -3.4% | 51,918 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $2,820,446 | +2.4% | 51,468 | -1.5% | 0.03% | -3.2% |
| Q1 2023 | $2,754,524 | +15.2% | 52,268 | +11.8% | 0.03% | +10.7% |
| Q4 2022 | $2,390,802 | +36.3% | 46,741 | +24.0% | 0.03% | +21.7% |
| Q3 2022 | $1,754,000 | +1.6% | 37,698 | +4.8% | 0.02% | +4.5% |
| Q2 2022 | $1,727,000 | +1.1% | 35,978 | +18.0% | 0.02% | +15.8% |
| Q1 2022 | $1,709,000 | +7.6% | 30,487 | +15.2% | 0.02% | +11.8% |
| Q4 2021 | $1,588,000 | +43.3% | 26,472 | +37.3% | 0.02% | +30.8% |
| Q3 2021 | $1,108,000 | +119.0% | 19,275 | +122.6% | 0.01% | +116.7% |
| Q2 2021 | $506,000 | – | 8,660 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |