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 ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |