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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,314 | +18.0% | 78,724 | +13.4% | 13.90% | +7.4% |
| Q1 2023 | $3,657 | +13.0% | 69,401 | +10.1% | 12.94% | +9.5% |
| Q4 2022 | $3,237 | -99.9% | 63,027 | -0.8% | 11.82% | -6.6% |
| Q3 2022 | $2,955,000 | -3.9% | 63,531 | -0.9% | 12.66% | -2.0% |
| Q2 2022 | $3,076,000 | -15.1% | 64,088 | -0.8% | 12.92% | -13.9% |
| Q1 2022 | $3,621,000 | -8.5% | 64,592 | -2.1% | 15.00% | -10.6% |
| Q4 2021 | $3,958,000 | +13.5% | 65,980 | +8.8% | 16.78% | -0.6% |
| Q3 2021 | $3,487,000 | +14.5% | 60,642 | +16.3% | 16.88% | -7.9% |
| Q2 2021 | $3,046,000 | – | 52,152 | – | 18.32% | – |
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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% |