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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $61,245,104 | +34.6% | 1,027,258 | +18.5% | 2.11% | +13.5% |
| Q3 2023 | $45,517,263 | +30.8% | 867,161 | +36.6% | 1.86% | +26.2% |
| Q2 2023 | $34,787,685 | +30.5% | 634,812 | +25.5% | 1.48% | +19.4% |
| Q1 2023 | $26,657,786 | +27.3% | 505,840 | +23.6% | 1.24% | +14.2% |
| Q4 2022 | $20,939,072 | +29.2% | 409,366 | +17.5% | 1.08% | +14.6% |
| Q3 2022 | $16,211,000 | +30.7% | 348,464 | +34.9% | 0.94% | +22.8% |
| Q2 2022 | $12,403,000 | -4.5% | 258,401 | +11.6% | 0.77% | +29.3% |
| Q1 2022 | $12,982,000 | -1.8% | 231,567 | +5.1% | 0.59% | -9.3% |
| Q4 2021 | $13,223,000 | +12.7% | 220,421 | +8.0% | 0.66% | -27.6% |
| Q3 2021 | $11,738,000 | +14.9% | 204,147 | +16.7% | 0.90% | +8.9% |
| Q2 2021 | $10,219,000 | – | 174,980 | – | 0.83% | – |
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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% |