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 | $6,536,495 | +5.9% | 124,528 | +10.6% | 1.05% | -15.3% |
| Q2 2023 | $6,170,170 | +12.1% | 112,594 | +7.8% | 1.24% | +3.0% |
| Q1 2023 | $5,503,643 | +13.7% | 104,433 | +10.3% | 1.20% | +2.6% |
| Q4 2022 | $4,842,157 | +139.1% | 94,666 | +117.5% | 1.17% | +109.1% |
| Q3 2022 | $2,025,000 | +26.0% | 43,531 | +30.1% | 0.56% | +68.2% |
| Q2 2022 | $1,607,000 | +5.4% | 33,472 | +23.1% | 0.33% | -10.2% |
| Q1 2022 | $1,524,000 | +28.1% | 27,187 | +37.1% | 0.37% | +41.6% |
| Q4 2021 | $1,190,000 | +41.7% | 19,832 | +35.7% | 0.26% | +13.4% |
| Q3 2021 | $840,000 | -1.5% | 14,614 | +0.0% | 0.23% | -14.8% |
| Q2 2021 | $853,000 | – | 14,611 | – | 0.27% | – |
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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% |