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 | $430,471 | -4.2% | 8,201 | 0.0% | 0.10% | -6.5% |
| Q2 2023 | $449,415 | +5.0% | 8,201 | +1.0% | 0.11% | -7.0% |
| Q1 2023 | $427,872 | +3.0% | 8,119 | 0.0% | 0.12% | -4.2% |
| Q4 2022 | $415,287 | +9.9% | 8,119 | 0.0% | 0.12% | -0.8% |
| Q3 2022 | $378,000 | -3.1% | 8,119 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $390,000 | -14.3% | 8,119 | 0.0% | 0.12% | -2.5% |
| Q1 2022 | $455,000 | -17.6% | 8,119 | -11.8% | 0.12% | -10.3% |
| Q4 2021 | $552,000 | +4.3% | 9,203 | 0.0% | 0.14% | -12.8% |
| Q3 2021 | $529,000 | -1.5% | 9,203 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $537,000 | – | 9,203 | – | 0.16% | – |
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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% |