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 | $5,474,683 | +55.3% | 104,300 | +62.2% | 0.52% | +58.7% |
| Q2 2023 | $3,524,794 | +209.8% | 64,321 | +197.9% | 0.33% | +197.3% |
| Q1 2023 | $1,137,706 | +24.3% | 21,588 | +20.6% | 0.11% | +18.3% |
| Q4 2022 | $915,492 | +11.4% | 17,898 | +1.4% | 0.09% | +2.2% |
| Q3 2022 | $822,000 | +2.0% | 17,659 | +5.1% | 0.09% | +4.6% |
| Q2 2022 | $806,000 | -14.2% | 16,799 | +0.3% | 0.09% | -2.2% |
| Q1 2022 | $939,000 | – | 16,756 | – | 0.09% | – |
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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% |