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 | $919 | -0.6% | 17,499 | +3.5% | 0.08% | -1.3% |
| Q2 2023 | $925 | +3.6% | 16,903 | -0.1% | 0.08% | -4.8% |
| Q1 2023 | $893 | +3.4% | 16,920 | +0.1% | 0.08% | -5.7% |
| Q4 2022 | $864 | -99.9% | 16,898 | +0.2% | 0.09% | +2.3% |
| Q3 2022 | $784,000 | -3.0% | 16,860 | +0.2% | 0.09% | -28.3% |
| Q2 2022 | $808,000 | -14.1% | 16,830 | +0.2% | 0.12% | +14.3% |
| Q1 2022 | $941,000 | -8.0% | 16,800 | -1.5% | 0.10% | -14.6% |
| Q4 2021 | $1,023,000 | +11.7% | 17,050 | +6.8% | 0.12% | +1.7% |
| Q3 2021 | $916,000 | -1.6% | 15,967 | +0.1% | 0.12% | -12.9% |
| Q2 2021 | $931,000 | – | 15,944 | – | 0.14% | – |
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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% |