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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |