DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,166,996 | -11.9% | 60,335 | -6.4% | 0.03% | -9.7% |
| Q2 2023 | $3,595,008 | +14.8% | 64,491 | +8.5% | 0.03% | +3.3% |
| Q1 2023 | $3,131,566 | +323.9% | 59,422 | +12.4% | 0.03% | -18.9% |
| Q4 2022 | $738,833 | -68.7% | 52,848 | +4.2% | 0.04% | +37.0% |
| Q3 2022 | $2,360,000 | -1.6% | 50,735 | +1.5% | 0.03% | +28.6% |
| Q2 2022 | $2,399,000 | -0.4% | 49,990 | +24.5% | 0.02% | +16.7% |
| Q4 2021 | $2,409,000 | +41.5% | 40,154 | +35.7% | 0.02% | +63.6% |
| Q3 2021 | $1,702,000 | +21.2% | 29,580 | +23.0% | 0.01% | -8.3% |
| Q2 2021 | $1,404,000 | – | 24,055 | – | 0.01% | – |
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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% |