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 | $13,279 | -3.8% | 253 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $13,809 | +4.0% | 252 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,280 | -81.5% | 252 | -82.1% | 0.00% | -83.3% |
| Q4 2022 | $71,865 | -99.9% | 1,405 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $65,360,000 | -3.1% | 1,405 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $67,440,000 | -28.1% | 1,405 | -16.0% | 0.01% | -26.7% |
| Q1 2022 | $93,788,000 | -6.6% | 1,673 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $100,363,000 | +4.3% | 1,673 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $96,197,000 | +42.9% | 1,673 | +45.1% | 0.02% | +36.4% |
| Q2 2021 | $67,335,000 | – | 1,153 | – | 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% |