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 | $1,777,679 | -34.9% | 33,867 | -32.1% | 0.01% | -64.3% |
| Q2 2023 | $2,732,766 | -48.5% | 49,868 | -50.5% | 0.01% | +27.3% |
| Q1 2023 | $5,305,309 | -5.3% | 100,670 | -8.1% | 0.01% | -15.4% |
| Q4 2022 | $5,603,227 | +7.3% | 109,545 | -2.4% | 0.01% | -7.1% |
| Q3 2022 | $5,221,000 | -3.6% | 112,235 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $5,414,000 | -7.3% | 112,791 | +8.3% | 0.01% | +7.7% |
| Q1 2022 | $5,840,000 | -10.9% | 104,182 | -4.7% | 0.01% | -7.1% |
| Q4 2021 | $6,558,000 | +2.2% | 109,311 | -2.1% | 0.01% | -12.5% |
| Q3 2021 | $6,418,000 | +6.3% | 111,612 | +7.9% | 0.02% | 0.0% |
| Q2 2021 | $6,040,000 | – | 103,420 | – | 0.02% | – |
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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% |