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 | $11,752,645 | -4.7% | 223,903 | -0.5% | 0.44% | -6.0% |
| Q2 2023 | $12,336,637 | +13.2% | 225,121 | +8.9% | 0.47% | +2.2% |
| Q1 2023 | $10,897,406 | +13.7% | 206,782 | +10.3% | 0.46% | -0.7% |
| Q4 2022 | $9,587,152 | +37.4% | 187,432 | +25.0% | 0.46% | +24.4% |
| Q3 2022 | $6,977,000 | +9.9% | 149,975 | +13.3% | 0.37% | +10.5% |
| Q2 2022 | $6,351,000 | -2.2% | 132,312 | +14.2% | 0.33% | +11.3% |
| Q1 2022 | $6,495,000 | +94.8% | 115,869 | +108.4% | 0.30% | +100.0% |
| Q4 2021 | $3,335,000 | +111.2% | 55,597 | +102.4% | 0.15% | +87.5% |
| Q3 2021 | $1,579,000 | -49.1% | 27,469 | -48.3% | 0.08% | -51.5% |
| Q2 2021 | $3,105,000 | – | 53,176 | – | 0.16% | – |
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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% |