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 | $23,458,692 | -13.3% | 446,917 | -9.5% | 0.71% | -10.7% |
Q2 2023 | $27,051,210 | +7.8% | 493,635 | +3.7% | 0.79% | -3.5% |
Q1 2023 | $25,093,338 | +0.8% | 476,154 | -2.2% | 0.82% | -5.5% |
Q4 2022 | $24,890,543 | +6.2% | 486,618 | -3.4% | 0.87% | -8.0% |
Q3 2022 | $23,431,000 | -5.4% | 503,681 | -2.4% | 0.95% | -5.6% |
Q2 2022 | $24,760,000 | – | 515,828 | – | 1.00% | – |
Download |
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% |