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 | $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% | – |
Download | ||||||
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% |