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 | $8,745,026 | -0.3% | 166,604 | +4.1% | 1.87% | +5.1% |
Q2 2023 | $8,767,719 | +5.0% | 159,995 | -2.0% | 1.78% | +3.4% |
Q1 2023 | $8,353,705 | +0.0% | 163,318 | 0.0% | 1.72% | 0.0% |
Q4 2022 | $8,353,704 | +8.0% | 163,318 | -1.8% | 1.72% | -6.6% |
Q3 2022 | $7,733,000 | -3.3% | 166,239 | -0.2% | 1.84% | +0.9% |
Q2 2022 | $7,998,000 | -6.0% | 166,625 | +9.8% | 1.82% | -2.4% |
Q1 2022 | $8,507,000 | -4.1% | 151,760 | +2.6% | 1.87% | -3.9% |
Q4 2021 | $8,870,000 | +6.3% | 147,861 | +1.9% | 1.94% | +3.8% |
Q3 2021 | $8,343,000 | +6.0% | 145,091 | +7.6% | 1.87% | +3.3% |
Q2 2021 | $7,873,000 | – | 134,810 | – | 1.81% | – |
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% |