DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 487 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $853,750 | +18.2% | 16,265 | +23.4% | 0.02% | +18.8% |
| Q2 2023 | $722,538 | +79.7% | 13,185 | +72.8% | 0.02% | +60.0% |
| Q1 2023 | $402,154 | +96.9% | 7,631 | +109.0% | 0.01% | +66.7% |
| Q4 2022 | $204,293 | -66.7% | 3,651 | -66.6% | 0.01% | -75.0% |
| Q1 2022 | $613,000 | -6.6% | 10,935 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $656,000 | +4.5% | 10,935 | +0.1% | 0.03% | -6.9% |
| Q3 2021 | $628,000 | -1.6% | 10,922 | -0.0% | 0.03% | 0.0% |
| Q2 2021 | $638,000 | – | 10,925 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |