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 | $10,442,698 | -12.9% | 198,945 | -9.0% | 0.02% | -31.8% |
| Q2 2023 | $11,982,508 | +56.6% | 218,553 | +49.9% | 0.02% | +57.1% |
| Q1 2023 | $7,652,432 | +54.3% | 145,779 | +50.3% | 0.01% | +40.0% |
| Q4 2022 | $4,960,893 | +23.7% | 96,989 | +12.5% | 0.01% | +11.1% |
| Q3 2022 | $4,012,000 | +22.6% | 86,222 | +26.5% | 0.01% | +28.6% |
| Q2 2022 | $3,272,000 | +31.5% | 68,140 | +53.5% | 0.01% | +40.0% |
| Q1 2022 | $2,489,000 | -34.5% | 44,399 | -29.9% | 0.01% | -28.6% |
| Q4 2021 | $3,799,000 | -0.5% | 63,317 | -4.7% | 0.01% | -12.5% |
| Q3 2021 | $3,819,000 | -15.1% | 66,405 | -13.8% | 0.01% | -20.0% |
| Q2 2021 | $4,500,000 | – | 77,038 | – | 0.01% | – |
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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% |