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 | $1,647,506 | -4.2% | 31,387 | +0.0% | 0.16% | 0.0% |
| Q2 2023 | $1,719,930 | +4.0% | 31,386 | +0.0% | 0.16% | -0.6% |
| Q1 2023 | $1,653,944 | -2.4% | 31,384 | -5.3% | 0.16% | -6.0% |
| Q4 2022 | $1,695,018 | +66.3% | 33,138 | +51.3% | 0.17% | +48.2% |
| Q3 2022 | $1,019,000 | -3.0% | 21,900 | +0.1% | 0.11% | +0.9% |
| Q2 2022 | $1,051,000 | -14.3% | 21,887 | +0.1% | 0.11% | -4.3% |
| Q1 2022 | $1,226,000 | -36.9% | 21,874 | -32.4% | 0.12% | -36.6% |
| Q4 2021 | $1,942,000 | +4.7% | 32,374 | +0.4% | 0.18% | -3.7% |
| Q3 2021 | $1,855,000 | -1.5% | 32,257 | +0.0% | 0.19% | -32.4% |
| Q2 2021 | $1,883,000 | – | 32,247 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |