HBK Sorce Advisory LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 438 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2024$387,070
+22.7%
6,209
+3.3%
0.01%0.0%
Q3 2023$315,518
-6.8%
6,011
-2.7%
0.01%0.0%
Q2 2023$338,445
+13309.1%
6,176
-97.5%
0.01%
-79.4%
Q4 2022$2,524
-98.4%
244,164
+304.8%
0.07%
+580.0%
Q3 2022$154,00060,3180.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Index Fund Advisors, Inc. 6,719,714$403,720,38822.83%
DIXON FNANCIAL SERVICES, INC. 587,570$35,301,19919.79%
Tilson Financial Group, Inc. 271,573$16,31616.48%
M Financial Asset Management, Inc. 65,367$3,92715.14%
TCI Wealth Advisors, Inc. 2,257,202$135,612,68412.79%
Heritage Wealth Management, Inc./Texas 332,904$20,000,41812.46%
Disciplined Equity Management, Inc. 296,188$17,794,97611.72%
FMFE Wealth Management, LLC 204,265$12,272,23511.40%
Stordahl Capital Management, Inc. 673,724$40,477,34410.13%
Advisory Services & Investments, LLC 202,373$12,158,5548.45%
View complete list of DIMENSIONAL ETF TRUST shareholders