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 | $12,322,954 | -5.3% | 234,768 | -1.1% | 0.73% | -7.0% |
Q2 2023 | $13,008,186 | +4.0% | 237,376 | -0.0% | 0.79% | -2.8% |
Q1 2023 | $12,510,013 | +0.7% | 237,382 | -2.2% | 0.81% | -9.7% |
Q4 2022 | $12,419,100 | -2.0% | 242,798 | -10.9% | 0.90% | -17.0% |
Q3 2022 | $12,676,000 | -10.2% | 272,487 | -7.4% | 1.08% | -13.1% |
Q2 2022 | $14,118,000 | -31.6% | 294,123 | -20.2% | 1.24% | -28.0% |
Q1 2022 | $20,654,000 | -23.3% | 368,421 | -17.9% | 1.73% | -26.1% |
Q4 2021 | $26,933,000 | -3.3% | 448,958 | -7.4% | 2.34% | -21.1% |
Q3 2021 | $27,865,000 | -4.2% | 484,601 | -2.7% | 2.96% | -27.7% |
Q2 2021 | $29,074,000 | – | 497,847 | – | 4.10% | – |
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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% |