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 | $24,851,588 | +4.0% | 473,454 | +8.6% | 0.02% | 0.0% |
| Q2 2023 | $23,892,156 | +13.3% | 435,988 | +8.9% | 0.02% | +6.2% |
| Q1 2023 | $21,096,522 | +0.5% | 400,314 | -2.4% | 0.02% | -11.1% |
| Q4 2022 | $20,983,405 | +64.5% | 410,233 | +49.6% | 0.02% | +50.0% |
| Q3 2022 | $12,756,000 | +7.5% | 274,195 | +10.9% | 0.01% | +9.1% |
| Q2 2022 | $11,868,000 | -20.2% | 247,249 | -0.2% | 0.01% | -8.3% |
| Q4 2021 | $14,865,000 | +8.6% | 247,798 | +4.1% | 0.01% | -7.7% |
| Q3 2021 | $13,691,000 | +10.1% | 238,100 | +11.8% | 0.01% | 0.0% |
| Q2 2021 | $12,440,000 | – | 213,021 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |