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 | $2,581,034 | -18.6% | 49,172 | -15.0% | 1.16% | -14.9% |
| Q2 2023 | $3,170,732 | -37.6% | 57,860 | -40.0% | 1.36% | -37.4% |
| Q1 2023 | $5,079,423 | +11.7% | 96,384 | +8.4% | 2.17% | +5.2% |
| Q4 2022 | $4,549,266 | +15.3% | 88,940 | +4.9% | 2.06% | +3.0% |
| Q3 2022 | $3,944,000 | -1.6% | 84,787 | +1.5% | 2.00% | +35.8% |
| Q2 2022 | $4,008,000 | +1.4% | 83,500 | +26.8% | 1.47% | -49.7% |
| Q4 2021 | $3,951,000 | +5.5% | 65,859 | +1.2% | 2.93% | -1.8% |
| Q3 2021 | $3,744,000 | +25.2% | 65,108 | +27.2% | 2.98% | +12.1% |
| Q2 2021 | $2,990,000 | – | 51,201 | – | 2.66% | – |
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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% |