DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |